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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
CPSAC
226
Chas P. Smith & Associates (CPS)
Florida
$8.74M +$8.32M +30,342 New
PFBT
227
Parkside Financial Bank & Trust
Missouri
$8.68M -$146K -534 -2%
WAP
228
Wealthcare Advisory Partners
Pennsylvania
$8.65M -$548 -2 -0%
CWG
229
Cornerstone Wealth Group
North Carolina
$8.62M +$8.2M +29,911 New
FCM
230
Firestone Capital Management
Florida
$8.57M +$10.7K +39 +0.1%
ANBT
231
American National Bank & Trust
Texas
$8.57M – – –
FC
232
Fiduciary Counselling
Minnesota
$8.42M – – –
TCBWMS
233
Texas Capital Bank Wealth Management Services
Texas
$8.36M -$2.41M -8,782 -23%
CG
234
Caprock Group
Idaho
$8.27M -$205K -749 -3%
IAN
235
Integrated Advisors Network
Texas
$8.23M +$514K +1,877 +7%
QCG
236
Quadrant Capital Group
Ohio
$8.17M -$676K -2,468 -8%
NSIM
237
North Star Investment Management
Illinois
$8.01M – – –
CWM
238
Circle Wealth Management
New Jersey
$7.9M +$21.7K +79 +0.3%
RWM
239
Raffa Wealth Management
District of Columbia
$7.85M -$10.6M -38,690 -59%
CMBA
240
C.M. Bidwell & Associates
Hawaii
$7.82M +$45.2K +165 +0.6%
SIA
241
Stegner Investment Associates
Kentucky
$7.79M +$1.64K +6 +0%
FHB
242
First Hawaiian Bank
Hawaii
$7.75M +$45.2K +165 +0.6%
TPCW
243
TD Private Client Wealth
New York
$7.74M -$2.39M -8,703 -24%
SC
244
Sepio Capital
Utah
$7.71M – – –
GC
245
Garde Capital
Washington
$7.61M -$12.6K -46 -0.2%
MCM
246
MV Capital Management
Maryland
$7.57M -$40.6K -148 -0.6%
AC
247
Avestar Capital
New York
$7.56M -$177K -647 -2%
HWM
248
HB Wealth Management
Georgia
$7.56M +$158K +576 +2%
FPCP
249
Fort Point Capital Partners
California
$7.53M -$232K -848 -3%
LGWM
250
Litman Gregory Wealth Management
California
$7.5M +$82.2K +300 +1%
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