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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
FLPIM
351
F.L. Putnam Investment Management
Massachusetts
$1.13M +$2.4K +15 +0.2%
CI
352
Chartist Inc
California
$1.12M +$1.1M +6,900 New
LNWWM
353
Laird Norton Wetherby Wealth Management
California
$1.12M – – –
SS
354
Simplicity Solutions
Minnesota
$1.11M +$240K +1,497 +28%
SHGA
355
Sand Hill Global Advisors
California
$1.1M +$50.9K +318 +5%
NPF
356
Norris Perne & French
Michigan
$1.1M +$1.92K +12 +0.2%
ADL
357
Asset Dedication LLC
California
$1.1M +$1.28K +8 +0.1%
HW
358
Hancock Whitney
Mississippi
$1.09M -$30.1K -188 -3%
WF
359
Welch & Forbes
Massachusetts
$1.08M – – –
TI
360
Tidal Investments
Wisconsin
$1.07M +$1.06M +6,597 New
UAS
361
United Asset Strategies
New York
$1.05M -$94.5K -590 -8%
ACM
362
Azimuth Capital Management
Michigan
$1.05M -$184K -1,148 -15%
PPCM
363
Pillar Pacific Capital Management
California
$1.05M -$167K -1,044 -14%
PGFC
364
Peapack-Gladstone Financial Corp
New Jersey
$1.04M – – –
FAM
365
Flaharty Asset Management
Florida
$1.04M +$320 +2 +0%
FT
366
Fiduciary Trust
Massachusetts
$1.03M +$1.02M +6,350 New
MAS
367
Managed Account Services
Florida
$1.03M – – –
ST
368
Smithfield Trust
Pennsylvania
$1.02M – – –
AIM
369
Avity Investment Management
Connecticut
$1.02M – – –
EVM
370
Eaton Vance Management
Massachusetts
$1.01M -$37.3K -233 -4%
SBH
371
Segall Bryant & Hamill
Illinois
$1.01M +$17.6K +110 +2%
PWAP
372
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1M -$15.5K -97 -2%
CS
373
Credit Suisse
Switzerland
$996K -$1.07M -6,682 -52%
TF
374
TimeScale Financial
Massachusetts
$981K -$97.3K -608 -9%
FCI
375
Financial Counselors Inc
Kansas
$965K -$42.4K -265 -4%
13 14
15
16 17