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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
726
MassMutual Private Wealth & Trust
Connecticut
$923K -$94.5K -301 -10%
KWM
727
Kingsview Wealth Management
Oregon
$922K -$22.9K -73 -3%
BTW
728
Boston Trust Walden
Massachusetts
$919K – – –
FNT
729
First National Trust
Pennsylvania
$917K -$2.51K -8 -0.3%
LCWP
730
Legacy Capital Wealth Partners
Arkansas
$910K +$842K +2,681 New
TWM
731
Tradition Wealth Management
Minnesota
$910K -$2.2K -7 -0.3%
GIA
732
Gladstone Institutional Advisory
Florida
$897K -$21K -67 -2%
SFP
733
Shepherd Financial Partners
Massachusetts
$892K – – –
OAP
734
One Advisory Partners
Kansas
$888K +$40.2K +128 +5%
ACIM
735
Azimuth Capital Investment Management
Michigan
$886K -$9.73K -31 -1%
AWM
736
Apollon Wealth Management
South Carolina
$885K +$11.3K +36 +1%
EP
737
Edgestream Partners
New Jersey
$884K +$226K +720 +38%
DDPIC
738
Deroy & Devereaux Private Investment Counsel
Michigan
$873K – – –
SWP
739
ShoreHaven Wealth Partners
New Jersey
$872K +$42.4K +135 +6%
CSIC
740
Clifford Swan Investment Counsel
California
$871K -$2.2K -7 -0.3%
RIA
741
Regal Investment Advisors
Michigan
$861K +$202K +643 +34%
NG
742
Northstar Group
New York
$859K – – –
IWM
743
IHT Wealth Management
Illinois
$858K -$7.53K -24 -0.9%
PCG
744
Prosperity Consulting Group
Maryland
$851K -$40.8K -130 -5%
WIA
745
Westbourne Investment Advisors
Maryland
$849K +$785K +2,500 New
CIA
746
Capital Investment Advisors
Georgia
$843K -$5.96K -19 -0.8%
CC
747
Courier Capital
New York
$839K -$173K -551 -18%
CTC
748
Central Trust Company
Missouri
$834K -$61.5K -196 -7%
SQA
749
Simon Quick Advisors
New Jersey
$829K +$13.5K +43 +2%
HL
750
HeadInvest LLC
Maine
$829K – – –
28 29
30
31 32