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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
351
Vision Capital Management
Oregon
$507K -$1.1K -8 -0.2%
PA
352
Planning Alternatives
Michigan
$506K -$6.31K -46 -1%
EVM
353
Eaton Vance Management
Massachusetts
$494K -$20.6K -150 -4%
BMCM
354
Bryn Mawr Capital Management
Pennsylvania
$493K – – –
CC
355
Courier Capital
New York
$486K -$412 -3 -0.1%
BTW
356
Boston Trust Walden
Massachusetts
$480K – – –
FCH
357
Freestone Capital Holdings
Washington
$474K – – –
CB
358
Chemical Bank
Michigan
$466K +$38.3K +279 +9%
AWA
359
Arete Wealth Advisors
Illinois
$463K +$155K +1,132 +52%
CA
360
Cortland Associates
Missouri
$458K – – –
SF
361
Synovus Financial
Georgia
$451K -$390K -2,845 -47%
BCM
362
Bayesian Capital Management
New York
$448K +$439K +3,200 New
PGFC
363
Peapack-Gladstone Financial Corp
New Jersey
$447K – – –
AIM
364
Aspen Investment Management
Michigan
$446K – – –
SA
365
Strategic Advisors
New York
$443K -$81.2K -592 -16%
B
366
Brightworth
Georgia
$427K +$111K +808 +36%
TI
367
Truepoint Inc
Ohio
$426K – – –
MLIC
368
Mandatum Life Insurance Company
Finland
$421K – – –
CBN
369
Cadence Bank NA
Texas
$417K +$409K +2,980 New
CIC
370
Carnegie Investment Counsel
Ohio
$415K -$37.7K -275 -9%
MC
371
Moors & Cabot
Massachusetts
$407K +$100K +731 +34%
CWM
372
Concentric Wealth Management
California
$406K -$3.43K -25 -0.9%
YWP
373
YorkBridge Wealth Partners
New York
$403K -$17.2K -125 -4%
IC
374
InterOcean Capital
Illinois
$397K -$25.1K -183 -6%
ZIC
375
ZWJ Investment Counsel
Georgia
$387K – – –
13 14
15
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