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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
351
Golden State Equity Partners
California
$4.49M +$4.07M +10,915 +648%
SHGA
352
Sand Hill Global Advisors
California
$4.46M -$32.8K -88 -0.7%
SFS
353
Summit Financial Strategies
Ohio
$4.45M -$102K -274 -2%
BWA
354
Basecamp Wealth Advisors
Washington
$4.43M – – –
VWA
355
Visionary Wealth Advisors
Illinois
$4.43M -$74.9K -201 -2%
TAM
356
Tocqueville Asset Management
New York
$4.35M +$93.2K +250 +2%
CWM
357
Calamos Wealth Management
Illinois
$4.34M +$458K +1,229 +11%
GIA
358
Guyasuta Investment Advisors
Pennsylvania
$4.32M +$12.3K +33 +0.3%
FTS
359
Fifth Third Securities
Ohio
$4.32M -$499K -1,338 -10%
VFA
360
Valeo Financial Advisors
Indiana
$4.29M -$157K -422 -3%
LW
361
Linscomb Wealth
Texas
$4.29M -$175K -469 -4%
EWM
362
Empirical Wealth Management
Washington
$4.27M +$101K +272 +2%
FA
363
Fountainhead AM
New Jersey
$4.26M -$141K -378 -3%
NCM
364
Next Capital Management
New York
$4.26M +$1.49K +4 +0%
PTC
365
Philadelphia Trust Company
Pennsylvania
$4.26M – – –
HA
366
HFG Advisors
Ohio
$4.25M +$52.9K +142 +1%
IF
367
Intrua Financial
Texas
$4.24M -$88.3K -237 -2%
ERWM
368
Elk River Wealth Management
Colorado
$4.24M -$109K -292 -2%
JSAM
369
J. Safra Asset Management
New York
$4.2M +$10.1K +27 +0.2%
PGFC
370
Peapack-Gladstone Financial Corp
New Jersey
$4.11M -$290K -779 -6%
HCA
371
Harbour Capital Advisors
Virginia
$4.08M – – –
FCH
372
Freestone Capital Holdings
Washington
$4.07M – – –
CAG
373
Crestwood Advisors Group
Massachusetts
$4.07M -$21.2K -57 -0.5%
CGPCS
374
Capital Group Private Client Services
California
$4.01M -$64.5K -173 -2%
AP
375
Americana Partners
Texas
$3.91M +$11.6K +31 +0.3%
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