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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
876
Sentry LLC
Tennessee
$391K +$735 +3 +0.2%
BCA
877
Bay Colony Advisors
Massachusetts
$388K -$6.61K -27 -2%
LWMG
878
Levy Wealth Management Group
Pennsylvania
$385K +$1.71K +7 +0.5%
PCS
879
Personal CFO Solutions
New Jersey
$385K +$129K +528 +56%
MTIC
880
Missouri Trust & Investment Company
Missouri
$384K – – –
AWM
881
AAF Wealth Management
Massachusetts
$383K -$1.71K -7 -0.5%
QT
882
Quantbot Technologies
New York
$380K -$61.9K -253 -15%
CWP
883
Curated Wealth Partners
California
$380K – – –
AAS
884
Ameritas Advisory Services
Nebraska
$379K +$134K +547 +64%
MIFH
885
Migdal Insurance & Financial Holdings
Israel
$378K -$21.5K -88 -6%
FWP
886
FAS Wealth Partners
Kansas
$377K -$5.88K -24 -2%
AMG
887
Asset Management Group
Connecticut
$375K +$2.69K +11 +0.8%
MAM
888
Meeder Asset Management
Ohio
$370K – – –
BWP
889
BSW Wealth Partners
Colorado
$369K – – –
LCWP
890
Legacy Capital Wealth Partners
Arkansas
$368K +$344K +1,403 New
GWSA
891
Global Wealth Strategies & Associates
Colorado
$367K – – –
DI
892
DFPG Investments
Utah
$366K -$19.8K -81 -5%
BCM
893
BluePointe Capital Management
California
$365K +$341K +1,392 New
AFPL
894
Advus Financial Partners, LLC
Florida
$365K -$14.7K -60 -4%
PPP
895
Private Portfolio Partners
New Jersey
$363K +$14.4K +59 +4%
VAS
896
Vestmark Advisory Solutions
Massachusetts
$361K +$62.9K +257 +23%
GC
897
GFG Capital
Florida
$359K +$335K +1,370 New
TCM
898
TD Capital Management
Tennessee
$357K +$11.3K +46 +3%
CCG
899
Chatham Capital Group
Georgia
$356K – – –
CT
900
Cambridge Trust
Massachusetts
$356K – – –
34 35
36
37 38