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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
251
Balasa Dinverno & Foltz
$568K – – –
ICAS
252
Investors Capital Advisory Services
Massachusetts
$564K – – –
RCG
253
Ruggie Capital Group
Florida
$557K +$560K +4,752 New
LDB
254
Lee, Danner & Bass
Tennessee
$554K +$66.6K +565 +13%
WAM
255
Weatherly Asset Management
California
$545K – – –
UAS
256
United Asset Strategies
New York
$539K +$70.3K +596 +15%
NCM
257
Neumann Capital Management
California
$537K – – –
RC
258
RegentAtlantic Capital
New Jersey
$531K +$71.6K +607 +11%
IH
259
IFC Holdings
Florida
$527K -$236 -2 -0%
RP
260
Riverbridge Partners
Minnesota
$514K +$16K +136 +3%
ST
261
Smithfield Trust
Pennsylvania
$500K – – –
SMC
262
Smith, Moore & Co
Missouri
$497K – – –
LIC
263
Lodestar Investment Counsel
Illinois
$496K – – –
KCM
264
Kanawha Capital Management
Virginia
$495K – – –
APSP
265
Asset Planning Services (Pennsylvania)
Pennsylvania
$492K +$500K +4,238 New
CWM
266
Confluence Wealth Management
Oregon
$485K +$6.96K +59 +1%
BTNA
267
Bremer Trust National Association
Minnesota
$480K -$3.13M -26,576 -87%
AIP
268
Ameritas Investment Partners
Nebraska
$472K +$416K +3,525 +641%
BC
269
Bartlett & Co
Ohio
$443K – – –
CG
270
Corundum Group
Colorado
$442K +$111K +942 +33%
I
271
IberiaBank
Louisiana
$439K +$238K +2,021 +115%
BFS
272
Bradley Foster & Sargent
Connecticut
$435K -$112K -952 -20%
DY
273
Dowling & Yahnke
California
$425K -$15.9K -135 -4%
AIM
274
Acropolis Investment Management
Missouri
$419K – – –
PP
275
Palladium Partners
Virginia
$418K – – –
9 10
11
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