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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
826
V Wealth Advisors
Kansas
$334K +$64.8K +306 +24%
LC
827
LCNB Corp
Ohio
$333K +$69.9K +330 +26%
SPFA
828
Summit Place Financial Advisors
New Jersey
$330K – – –
PWLP
829
Prio Wealth Limited Partnership
Massachusetts
$329K – – –
WA
830
WestEnd Advisors
North Carolina
$324K -$26.5K -125 -8%
HCP
831
Holt Capital Partners
Texas
$323K – – –
T
832
TCWP
Ohio
$323K +$56.9K +269 +21%
SW
833
SkyOak Wealth
Michigan
$322K – – –
NFC
834
Northeast Financial Consultants
Connecticut
$320K – – –
AC
835
Apella Capital
Connecticut
$318K -$168K -794 -34%
OPS
836
Orion Portfolio Solutions
Nebraska
$317K -$11.4K -54 -3%
RF
837
Rollins Financial
Georgia
$316K -$21.2K -100 -6%
DC
838
Davenport & Co
Virginia
$313K -$16.3K -77 -5%
AFP
839
Ausdal Financial Partners
Iowa
$313K -$3.56M -16,822 -92%
FWP
840
FAS Wealth Partners
Kansas
$311K +$6.14K +29 +2%
FAIM
841
Financial Advocates Investment Management
Washington
$309K +$310K +1,466 New
BCM
842
Bayesian Capital Management
New York
$307K +$309K +1,459 New
LWMG
843
Levy Wealth Management Group
Pennsylvania
$307K +$2.12K +10 +0.7%
CWP
844
Curated Wealth Partners
California
$305K – – –
FFBTD
845
First Financial Bank - Trust Division
Ohio
$304K +$306K +1,444 New
MAM
846
Meeder Asset Management
Ohio
$299K -$120K -567 -29%
MCC
847
Money Concepts Capital
Florida
$299K +$300K +1,418 New
AMG
848
Asset Management Group
Connecticut
$297K +$2.75K +13 +0.9%
PAMG
849
Patton Albertson Miller Group
Tennessee
$296K – – –
SEIA
850
Signature Estate & Investment Advisors
California
$295K -$23.3K -110 -7%
32 33
34
35 36