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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMG
826
Hurlow Wealth Management Group
Indiana
$716K – – –
ACIM
827
Azimuth Capital Investment Management
Michigan
$715K -$162K -435 -18%
HWM
828
Hohimer Wealth Management
Washington
$714K -$20.5K -55 -3%
DWA
829
Douglass Winthrop Advisors
New York
$710K – – –
TCA
830
Transcend Capital Advisors
New Jersey
$707K -$379K -1,017 -34%
BTD
831
BankPlus Trust Department
Mississippi
$707K -$31.3K -84 -4%
DWM
832
Dynasty Wealth Management
Florida
$706K -$203K -546 -22%
PL
833
Parthenon LLC
Kentucky
$706K – – –
RP
834
Riverbridge Partners
Minnesota
$706K – – –
NG
835
Norden Group
Utah
$703K +$373 +1 +0.1%
PFP
836
Paragon Financial Partners
California
$700K +$3.73K +10 +0.5%
CTC
837
Central Trust Company
Missouri
$696K -$3.35K -9 -0.5%
PIA
838
Perennial Investment Advisors
California
$695K -$17.9K -48 -2%
BFA
839
Buttonwood Financial Advisors
Maryland
$695K -$49.9K -134 -6%
SSWM
840
Smith Salley Wealth Management
North Carolina
$695K – – –
SIA
841
Soltis Investment Advisors
Utah
$691K +$67.1K +180 +10%
EB
842
Eastern Bank
Massachusetts
$687K – – –
BW
843
BIP Wealth
Georgia
$686K – – –
SPWG
844
Sage Private Wealth Group
Illinois
$686K -$92.4K -248 -11%
SWA
845
Sax Wealth Advisors
New Jersey
$686K – – –
1SB
846
1ST Source Bank
Indiana
$685K +$241K +647 +51%
GKWIM
847
Gerber Kawasaki Wealth & Investment Management
California
$679K +$373 +1 +0.1%
CNBTD
848
Citizens National Bank Trust Department
Mississippi
$677K – – –
MBTD
849
Mechanics Bank - Trust Department
California
$677K – – –
UAS
850
United Asset Strategies
New York
$676K -$8.94K -24 -1%
32 33
34
35 36