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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
MWAC
376
Mariner Wealth Advisors (Cincinnati)
Ohio
$576K -$26.8K -185 -5%
PP
377
Palladium Partners
Virginia
$575K – – –
NCM
378
Neumann Capital Management
California
$572K +$145 +1 +0%
RP
379
Riverbridge Partners
Minnesota
$560K -$27.2K -188 -5%
DY
380
Dowling & Yahnke
California
$560K +$14.5K +100 +3%
CONA
381
Capital One National Association
New York
$554K – – –
AWA
382
Arete Wealth Advisors
Illinois
$554K +$60.2K +416 +13%
BP
383
BBR Partners
New York
$548K – – –
LWM
384
Lenox Wealth Management
Ohio
$541K – – –
VCM
385
Vision Capital Management
Oregon
$539K -$145 -1 -0%
GG
386
Greenwood Gearhart
Arkansas
$539K +$525K +3,626 New
SWM
387
Sequoia Wealth Management
Illinois
$537K +$509K +3,516 New
WWMSC
388
Wagner Wealth Management (South Carolina)
South Carolina
$535K +$504K +3,480 New
PA
389
Planning Alternatives
Michigan
$531K -$5.5K -38 -1%
EVM
390
Eaton Vance Management
Massachusetts
$510K -$14.5K -100 -3%
BTW
391
Boston Trust Walden
Massachusetts
$510K – – –
FCH
392
Freestone Capital Holdings
Washington
$504K – – –
CC
393
Courier Capital
New York
$499K -$17.4K -120 -3%
MGIA
394
Moneta Group Investment Advisors
Missouri
$498K -$41.3K -285 -8%
HFA
395
HC Financial Advisors
California
$494K +$482K +3,325 New
BMCM
396
Bryn Mawr Capital Management
Pennsylvania
$493K – – –
CA
397
Cortland Associates
Missouri
$487K – – –
SF
398
Synovus Financial
Georgia
$480K – – –
SA
399
Strategic Advisors
New York
$474K +$3.91K +27 +0.9%
AIM
400
Aspen Investment Management
Michigan
$470K -$3.62K -25 -0.8%
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