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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
326
Nicolet Bankshares
Wisconsin
$565K +$160K +1,195 +40%
I
327
IberiaBank
Louisiana
$559K -$84.9K -636 -13%
PPCM
328
Pillar Pacific Capital Management
California
$551K +$32.3K +242 +6%
LWM
329
Lenox Wealth Management
Ohio
$541K -$93.8K -703 -15%
LIM
330
Leavell Investment Management
Alabama
$541K – – –
SFP
331
Shepherd Financial Partners
Massachusetts
$538K – – –
RP
332
Riverbridge Partners
Minnesota
$536K -$33.5K -251 -6%
AIM
333
Acropolis Investment Management
Missouri
$533K -$45.4K -340 -8%
APSP
334
Asset Planning Services (Pennsylvania)
Pennsylvania
$524K -$17.6K -132 -3%
NCM
335
Neumann Capital Management
California
$521K -$43.4K -325 -8%
SPC
336
Sigma Planning Corp
Michigan
$520K +$15.4K +115 +3%
SA
337
Strategic Advisors
New York
$508K – – –
CONA
338
Capital One National Association
New York
$504K -$174K -1,305 -26%
EVM
339
Eaton Vance Management
Massachusetts
$498K -$154K -1,150 -24%
BP
340
BBR Partners
New York
$498K – – –
DY
341
Dowling & Yahnke
California
$496K – – –
PA
342
Planning Alternatives
Michigan
$495K -$1.07K -8 -0.2%
VCM
343
Vision Capital Management
Oregon
$492K -$6.67K -50 -1%
PP
344
Palladium Partners
Virginia
$488K – – –
BMCM
345
Bryn Mawr Capital Management
Pennsylvania
$477K -$93.3K -699 -17%
CC
346
Courier Capital
New York
$471K +$465K +3,480 New
BTW
347
Boston Trust Walden
Massachusetts
$464K – – –
HIS
348
Horizon Investment Services
Indiana
$463K +$21.9K +164 +5%
AIA
349
Allegis Investment Advisors
Idaho
$462K +$456K +3,416 New
FCH
350
Freestone Capital Holdings
Washington
$459K – – –
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14
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