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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
376
Palisade Asset Management
Minnesota
$574K -$301 -2 -0.1%
LS
377
Lattice Strategies
Pennsylvania
$568K -$6.03K -40 -1%
BMCM
378
Bryn Mawr Capital Management
Pennsylvania
$567K – – –
CONA
379
Capital One National Association
New York
$566K – – –
LNC
380
Lincoln National Corp
Pennsylvania
$562K +$88K +584 +19%
VCM
381
Vision Capital Management
Oregon
$551K – – –
LWM
382
Lenox Wealth Management
Ohio
$549K -$4.97K -33 -0.9%
AIM
383
Acropolis Investment Management
Missouri
$543K -$70.1K -465 -12%
DY
384
Dowling & Yahnke
California
$542K -$15.1K -100 -3%
ONB
385
Old National Bancorp
Indiana
$541K +$536K +3,558 New
SS
386
Simplicity Solutions
Minnesota
$541K +$536K +3,560 New
FCBT
387
First Citizens Bank & Trust
North Carolina
$537K +$532K +3,532 New
BTW
388
Boston Trust Walden
Massachusetts
$522K – – –
FCH
389
Freestone Capital Holdings
Washington
$515K – – –
BIA
390
Bigelow Investment Advisors
Maine
$514K +$249K +1,650 +95%
AFP
391
Ausdal Financial Partners
Iowa
$512K -$59.8K -397 -11%
MGIA
392
Moneta Group Investment Advisors
Missouri
$509K – – –
STMM
393
South Texas Money Management
Texas
$505K -$104K -691 -17%
SWM
394
Sequoia Wealth Management
Illinois
$505K -$7.38K -49 -1%
MWM
395
Mission Wealth Management
California
$501K +$25.5K +169 +5%
WIC
396
Whitegate Investment Counselors
New Hampshire
$499K +$603 +4 +0.1%
CA
397
Cortland Associates
Missouri
$498K – – –
SF
398
Synovus Financial
Georgia
$496K – – –
TI
399
Truepoint Inc
Ohio
$492K +$413K +2,739 +550%
SA
400
Strategic Advisors
New York
$487K – – –
14 15
16
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