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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
801
Arcadia Investment Management
Michigan
$316K – – –
ESB
802
Essex Savings Bank
Connecticut
$315K +$311K +1,258 New
WCWM
803
Willow Creek Wealth Management
California
$310K -$3.95K -16 -1%
VCP
804
Vista Capital Partners
Oregon
$308K +$12.1K +49 +4%
AB
805
Atlas Brown
Kentucky
$306K -$296K -1,200 -50%
BIM
806
Bridges Investment Management
Nebraska
$303K +$25.7K +104 +9%
BAS
807
Brown Advisory Securities
Maryland
$301K -$559K -2,266 -65%
VFG
808
V2 Financial group
Illinois
$300K – – –
CNFG
809
Creegan & Nassoura Financial Group
New Hampshire
$300K – – –
SAM
810
Summit Asset Management
Tennessee
$300K – – –
FAT
811
First American Trust
California
$300K +$296K +1,198 New
SQA
812
Simon Quick Advisors
New Jersey
$295K -$61.5K -249 -17%
PMFA
813
Plante Moran Financial Advisors
Michigan
$295K -$14.1K -57 -5%
HWM
814
Howard Wealth Management
Connecticut
$295K +$4.94K +20 +2%
HTHT
815
Hemenway Trust Hemenway Trust
New Hampshire
$294K – – –
SBL
816
Sargent Bickham Lagudis
Colorado
$292K – – –
AWM
817
AAF Wealth Management
Massachusetts
$292K +$741 +3 +0.3%
EWA
818
Encompass Wealth Advisors
Oregon
$290K – – –
EWM
819
EPG Wealth Management
Georgia
$289K – – –
IFAM
820
Institutional & Family Asset Management
Colorado
$289K – – –
BAM
821
Belpointe Asset Management
Nevada
$289K +$37.8K +153 +15%
BEAM
822
Baker Ellis Asset Management
Washington
$288K – – –
TI
823
Tidal Investments
Wisconsin
$287K – – –
GCP
824
Gill Capital Partners
Colorado
$286K +$988 +4 +0.4%
RDWM
825
Red Door Wealth Management
Tennessee
$286K +$283K +1,146 New
31 32
33
34 35