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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
776
Orion Portfolio Solutions
Nebraska
$330K -$86.6K -383 -19%
AA
777
Alesco Advisors
New York
$329K – – –
SQA
778
Simon Quick Advisors
New Jersey
$328K +$58.1K +257 +22%
SPFA
779
Summit Place Financial Advisors
New Jersey
$326K -$3.39K -15 -0.9%
WCP
780
Wick Capital Partners
Pennsylvania
$326K +$18.8K +83 +6%
KFP
781
KMG Fiduciary Partners
Ohio
$324K – – –
AAS
782
Annex Advisory Services
Wisconsin
$324K +$111K +492 +46%
PAS
783
Park Avenue Securities
New York
$321K -$528K -2,337 -60%
1SB
784
1ST Source Bank
Indiana
$321K -$7.91K -35 -2%
HCP
785
Holt Capital Partners
Texas
$319K – – –
SEIA
786
Signature Estate & Investment Advisors
California
$318K +$346K +1,531 New
MWA
787
Moser Wealth Advisors
Washington
$317K +$6.1K +27 +2%
NFC
788
Northeast Financial Consultants
Connecticut
$316K -$202K -894 -37%
BFG
789
Barber Financial Group
Kansas
$316K – – –
FFM
790
Forum Financial Management
Illinois
$316K +$2.71K +12 +0.8%
PFPT
791
Pinnacle Financial Partners (Tennessee)
Tennessee
$311K +$338K +1,495 New
MLIC
792
Mandatum Life Insurance Company
Finland
$309K – – –
SW
793
SkyOak Wealth
Michigan
$308K +$13.1K +58 +4%
FWP
794
FAS Wealth Partners
Kansas
$303K +$226 +1 +0.1%
EP
795
Eudaimonia Partners
Tennessee
$301K -$11.3K -50 -3%
CWP
796
Curated Wealth Partners
California
$301K +$328K +1,450 New
EP
797
Edgestream Partners
New Jersey
$301K +$328K +1,450 New
AMG
798
Asset Management Group
Connecticut
$290K +$1.13K +5 +0.4%
OR
799
Olympiad Research
Connecticut
$286K -$957K -4,236 -75%
GCP
800
Gill Capital Partners
Colorado
$286K – – –
30 31
32
33 34