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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
976
M&R Capital Management
New Jersey
$121K – – –
PTC
977
Private Trust Company
Ohio
$120K -$82.6K -390 -41%
SIC
978
Salem Investment Counselors
North Carolina
$119K – – –
LCM
979
Logan Capital Management
Pennsylvania
$116K – – –
CMA
980
Cedar Mountain Advisors
Oregon
$115K – – –
GWM
981
Geneos Wealth Management
Colorado
$111K +$105K +496 +1,550%
POIA
982
Pin Oak Investment Advisors
Texas
$111K – – –
AWM
983
Abound Wealth Management
Tennessee
$109K +$635 +3 +0.6%
NSB
984
Norway Savings Bank
Maine
$105K – – –
TCA
985
Trifecta Capital Advisors
Illinois
$105K +$106K +500 New
IGWM
986
ICA Group Wealth Management
Colorado
$101K +$101K +479 New
CSPIA
987
Cary Street Partners Investment Advisory
Virginia
$100K +$101K +475 New
DAM
988
Delta Asset Management
Tennessee
$94.7K +$95.3K +450 New
SC
989
SouthState Corp
Florida
$93.9K – – –
AA
990
AlphaMark Advisors
Kentucky
$90K – – –
ACP
991
Arcus Capital Partners
Georgia
$87K +$87.4K +413 New
EWM
992
Evermay Wealth Management
Virginia
$78.9K – – –
LWP
993
Lumature Wealth Partners
Georgia
$78.7K – – –
GIA
994
Goodwin Investment Advisory
Georgia
$77.9K -$122K -574 -61%
RIA
995
Realta Investment Advisors
Delaware
$74.5K -$12.7K -60 -14%
EWA
996
EverSource Wealth Advisors
Alabama
$72.2K +$41.5K +196 +133%
FA
997
Faithward Advisors
Pennsylvania
$68.8K – – –
HWA
998
HHM Wealth Advisors
Tennessee
$64.6K – – –
BCMLT
999
Beacon Capital Management LLC (Tennessee)
Tennessee
$64.6K +$19.1K +90 +41%
MIA
1000
Milestone Investment Advisors
Wisconsin
$63.2K +$63.5K +300 New
38 39
40
41 42