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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SNB
801
Security National Bank
Nebraska
$590K +$463K +1,433 +291%
IAIM
802
International Assets Investment Management
Florida
$588K – – –
CSP
803
Cary Street Partners
Virginia
$586K -$157K -487 -20%
MBTD
804
Mechanics Bank - Trust Department
California
$583K – – –
USCWA
805
U.S. Capital Wealth Advisors
Texas
$582K +$92.2K +285 +18%
RIA
806
Regal Investment Advisors
Michigan
$580K -$40.1K -124 -6%
EP
807
Edgestream Partners
New Jersey
$578K +$135K +418 +29%
GRA
808
Golden Road Advisors
Florida
$577K – – –
FTWA
809
Fifth Third Wealth Advisors
Ohio
$577K +$308K +953 +103%
NHC
810
Nicholas Hoffman & Company
Georgia
$576K +$4.85K +15 +0.8%
SYBT
811
Stock Yards Bank & Trust
Kentucky
$574K +$70.5K +218 +13%
LC
812
LCNB Corp
Ohio
$572K – – –
VCA
813
Verdence Capital Advisors
Maryland
$570K -$39.1K -121 -6%
JAG
814
Journey Advisory Group
Kentucky
$569K – – –
FAM
815
Forte Asset Management
New York
$569K – – –
ACM
816
Alcosta Capital Management
California
$568K -$142K -439 -19%
CWM
817
Cahaba Wealth Management
Georgia
$568K -$189K -584 -24%
HFRG
818
Houlihan Financial Resource Group
Virginia
$567K -$72.1K -223 -11%
PA
819
Pinnacle Associates
New York
$567K – – –
GWM
820
Global Wealth Management
New Jersey
$565K +$1.62K +5 +0.3%
SFC
821
Sprinkle Financial Consultants
Colorado
$564K -$194K -601 -25%
CCIA
822
Cherry Creek Investment Advisors
Colorado
$563K +$970 +3 +0.2%
CAS
823
Coppell Advisory Solutions
Texas
$563K +$369K +1,142 +291%
MWM
824
Moulton Wealth Management
Washington
$561K +$592K +1,830 New
MWA
825
Moser Wealth Advisors
Washington
$561K +$8.08K +25 +1%
31 32
33
34 35