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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
UBV
301
United Bank (Virginia)
Virginia
$3M +$2.82M +14,139 New
AG
302
Aperio Group
California
$2.96M – – –
BMCM
303
Bryn Mawr Capital Management
Pennsylvania
$2.9M +$399 +2 +0%
HCC
304
Hirtle Callaghan & Co
Pennsylvania
$2.81M +$937K +4,694 +55%
CCC
305
Crescent Capital Consulting
Louisiana
$2.8M +$2.64M +13,213 New
PFM
306
Phillips Financial Management
Indiana
$2.76M -$10.6K -53 -0.4%
SCA
307
St. Clair Advisors
Ohio
$2.75M +$2.59M +12,975 New
FIM
308
Fernwood Investment Management
Massachusetts
$2.71M -$89.8K -450 -3%
TPWA
309
TRUE Private Wealth Advisors
Oregon
$2.65M – – –
RWMH
310
Riverpoint Wealth Management Holdings
Illinois
$2.64M +$9.38K +47 +0.4%
5L
311
55I LLC
Massachusetts
$2.6M -$3.01M -15,082 -55%
TFF
312
The Family Firm
Maryland
$2.6M +$584K +2,928 +32%
SB
313
Simmons Bank
Arkansas
$2.54M -$29.9K -150 -1%
CWP
314
CFM Wealth Partners
Texas
$2.53M -$47.5K -238 -2%
WKWM
315
Walter & Keenan Wealth Management
Indiana
$2.53M – – –
GIA
316
Guyasuta Investment Advisors
Pennsylvania
$2.52M – – –
EK
317
Evensky & Katz
Florida
$2.5M +$8.78K +44 +0.4%
IAN
318
Integrated Advisors Network
Texas
$2.46M +$166K +831 +8%
CS
319
Cannell & Spears
New York
$2.46M – – –
AI
320
Accredited Investors
Minnesota
$2.43M -$5.99K -30 -0.3%
CIA
321
Choate Investment Advisors
Massachusetts
$2.43M – – –
GG
322
GenWealth Group
New Jersey
$2.42M -$172K -864 -7%
GIA
323
GHP Investment Advisors
Colorado
$2.4M +$10.8K +54 +0.5%
FWM
324
Frontier Wealth Management
Missouri
$2.38M -$1.02M -5,121 -31%
BFS
325
Bradley Foster & Sargent
Connecticut
$2.38M – – –
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