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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
JSL
176
JT Stratford LLC
Georgia
$12.1M +$21.4K +83 +0.2%
BCI
177
Brinker Capital Investments
Pennsylvania
$12.1M -$1.18M -4,592 -9%
NEPWA
178
New England Private Wealth Advisors
Massachusetts
$12M -$792K -3,077 -6%
JFG
179
JMG Financial Group
Illinois
$12M +$225K +876 +2%
DT
180
Daniels + Tansey
Delaware
$12M -$266K -1,034 -2%
UB
181
UMB Bank
Missouri
$11.8M +$238K +923 +2%
CA
182
Cetera Advisors
Colorado
$11.7M -$634K -2,464 -5%
SFG
183
StrategIQ Financial Group
Indiana
$11.7M +$11.4M +44,285 New
PFBT
184
Parkside Financial Bank & Trust
Missouri
$11.7M -$304K -1,180 -3%
BAM
185
Barrett Asset Management
New York
$11.6M – – –
CA
186
Clearstead Advisors
Ohio
$11.5M +$515 +2 +0%
ICG
187
InterOcean Capital Group
Tennessee
$11.4M -$4.31M -16,750 -28%
GLLW
188
Graves Light Lenhart Wealth
Virginia
$11.3M – – –
JPG
189
Jordan Park Group
California
$11.3M +$7.91M +30,739 +257%
SWP
190
Summit Wealth Partners
Florida
$11.3M -$62.5K -243 -0.6%
LI
191
Latigo Investments
Florida
$11.3M +$11M +42,556 New
BO
192
BRR OpCo
Ohio
$11.3M -$480K -1,865 -4%
BPWM
193
Badgley Phelps Wealth Managers
Washington
$11.1M -$9.52K -37 -0.1%
CRC
194
Curi RMB Capital
Illinois
$11.1M -$123K -478 -1%
JIP
195
Jaffetilchin Investment Partners
Florida
$10.7M -$30.6K -119 -0.3%
SWP
196
Stratos Wealth Partners
Ohio
$10.4M -$225K -876 -2%
CGL
197
Clarius Group LLC
Washington
$10.4M -$2.06K -8 -0%
HC
198
Hamilton Capital
Ohio
$10.4M -$2.57K -10 -0%
GT
199
Glenmede Trust
Pennsylvania
$10.4M -$210K -817 -2%
MPPLM
200
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$10.4M -$96K -373 -0.9%
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