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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
976
Private Trust Company
Ohio
$440K – – –
USB
977
Union Savings Bank
Connecticut
$439K – – –
AMG
978
Asset Management Group
Connecticut
$434K +$942 +3 +0.2%
AWA
979
ARQ Wealth Advisors
Arizona
$433K – – –
WFA
980
Wellspring Financial Advisors
Ohio
$432K +$942 +3 +0.2%
XT
981
XTX Topco
Cayman Islands
$431K +$398K +1,268 New
ASW
982
Astoria Strategic Wealth
Texas
$429K – – –
BF
983
Baring Financial
Washington
$429K – – –
EMC
984
Everest Management Corp
California
$428K +$395K +1,259 New
JGCM
985
Joseph Group Capital Management
Ohio
$427K -$942 -3 -0.2%
LWM
986
LongView Wealth Management
Georgia
$426K -$101K -323 -20%
CAM
987
Clark Asset Management
New Hampshire
$423K -$9.42K -30 -2%
GC
988
Grimes & Company
Massachusetts
$423K +$22.9K +73 +6%
EWA
989
Etesian Wealth Advisors
Oregon
$421K – – –
MAS
990
Meeder Advisory Services
Ohio
$421K -$105K -336 -21%
AB
991
Atlas Brown
Kentucky
$421K – – –
RWP
992
Revolve Wealth Partners
New Jersey
$417K -$87.9K -280 -19%
PWM
993
Partners Wealth Management
California
$416K – – –
BCA
994
Bay Colony Advisors
Massachusetts
$416K -$1.26K -4 -0.3%
AWP
995
Abacus Wealth Partners
California
$415K – – –
CNFG
996
Creegan & Nassoura Financial Group
New Hampshire
$407K – – –
VFG
997
V2 Financial group
Illinois
$407K – – –
GCM
998
Generation Capital Management
New York
$404K – – –
WA
999
WestEnd Advisors
North Carolina
$402K +$61.5K +196 +20%
RWMG
1000
Redwood Wealth Management Group
New Jersey
$402K – – –
38 39
40
41 42