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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
801
Transcend Capital Advisors
New Jersey
$319K +$92.1K +373 +41%
AIM
802
Arcadia Investment Management
Michigan
$316K – – –
ESB
803
Essex Savings Bank
Connecticut
$315K +$311K +1,258 New
WCWM
804
Willow Creek Wealth Management
California
$310K -$3.95K -16 -1%
VCP
805
Vista Capital Partners
Oregon
$308K +$12.1K +49 +4%
AB
806
Atlas Brown
Kentucky
$306K -$296K -1,200 -50%
BIM
807
Bridges Investment Management
Nebraska
$303K +$25.7K +104 +9%
BAS
808
Brown Advisory Securities
Maryland
$301K -$559K -2,266 -65%
VFG
809
V2 Financial group
Illinois
$300K – – –
CNFG
810
Creegan & Nassoura Financial Group
New Hampshire
$300K – – –
SAM
811
Summit Asset Management
Tennessee
$300K – – –
FAT
812
First American Trust
California
$300K +$296K +1,198 New
SQA
813
Simon Quick Advisors
New Jersey
$295K -$61.5K -249 -17%
PMFA
814
Plante Moran Financial Advisors
Michigan
$295K -$14.1K -57 -5%
HWM
815
Howard Wealth Management
Connecticut
$295K +$4.94K +20 +2%
HTHT
816
Hemenway Trust Hemenway Trust
New Hampshire
$294K – – –
SBL
817
Sargent Bickham Lagudis
Colorado
$292K – – –
AWM
818
AAF Wealth Management
Massachusetts
$292K +$741 +3 +0.3%
EWA
819
Encompass Wealth Advisors
Oregon
$290K – – –
EWM
820
EPG Wealth Management
Georgia
$289K – – –
IFAM
821
Institutional & Family Asset Management
Colorado
$289K – – –
BAM
822
Belpointe Asset Management
Nevada
$289K +$37.8K +153 +15%
BEAM
823
Baker Ellis Asset Management
Washington
$288K – – –
TI
824
Tidal Investments
Wisconsin
$287K – – –
GCP
825
Gill Capital Partners
Colorado
$286K +$988 +4 +0.4%
31 32
33
34 35