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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
351
IFP Advisors
Florida
$1.1M -$129K -860 -10%
RC
352
RegentAtlantic Capital
New Jersey
$1.09M +$313K +2,092 +32%
MFGP
353
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.09M +$1.17M +7,834 New
ACM
354
Azimuth Capital Management
Michigan
$1.09M – – –
MYIA
355
Mount Yale Investment Advisors
Colorado
$1.07M -$1.84M -12,315 -63%
RCM
356
RNC Capital Management
California
$1.06M +$1.14M +7,625 New
TW
357
TrinityPoint Wealth
Connecticut
$1.05M +$1.14M +7,594 New
QAM
358
Questar Asset Management
Minnesota
$1.05M +$1.13M +7,540 New
BFM
359
Broadview Financial Management
Wisconsin
$1.03M +$1.11M +7,451 New
AC
360
Abbrea Capital
California
$1.03M – – –
GAM
361
Gemmer Asset Management
California
$1.03M +$56.8K +380 +5%
MIH
362
Madison Investment Holdings
Wisconsin
$991K +$1.07M +7,147 New
DPI
363
Diversified Portfolios Inc
Michigan
$986K -$10.5K -70 -1%
ADL
364
Asset Dedication LLC
California
$985K +$39.9K +267 +4%
MBT
365
Montecito Bank & Trust
California
$970K +$9.72K +65 +0.9%
LNWWM
366
Laird Norton Wetherby Wealth Management
California
$955K -$27.7K -185 -3%
UAS
367
United Asset Strategies
New York
$952K -$76.9K -514 -7%
SCM
368
Stordahl Capital Management
Colorado
$947K -$151K -1,008 -13%
HWA
369
Heritage Wealth Advisors
Virginia
$943K +$1.02M +6,800 New
NPF
370
Norris Perne & French
Michigan
$942K -$4.19K -28 -0.4%
EWA
371
EP Wealth Advisors
California
$935K +$1.01M +6,741 New
HTC
372
Haverford Trust Company
Pennsylvania
$921K +$747K +4,995 +303%
TF
373
TimeScale Financial
Massachusetts
$920K +$993K +6,637 New
MAS
374
Managed Account Services
Florida
$919K +$7.93K +53 +0.9%
WF
375
Welch & Forbes
Massachusetts
$918K – – –
13 14
15
16 17