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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
376
Gradient Capital Advisors
California
$579K +$66.5K +419 +13%
FCBT
377
First Citizens Bank & Trust
North Carolina
$578K +$6.98K +44 +1%
DY
378
Dowling & Yahnke
California
$577K – – –
LS
379
Lattice Strategies
Pennsylvania
$576K -$27K -170 -5%
ONB
380
Old National Bancorp
Indiana
$575K – – –
EWM
381
Empirical Wealth Management
Washington
$569K +$238K +1,500 +74%
SBH
382
Segall Bryant & Hamill
Illinois
$555K -$112K -706 -17%
LWM
383
Lenox Wealth Management
Ohio
$555K -$30.6K -193 -5%
BTW
384
Boston Trust Walden
Massachusetts
$555K – – –
FCH
385
Freestone Capital Holdings
Washington
$548K – – –
BIA
386
Bigelow Investment Advisors
Maine
$547K – – –
AFP
387
Ausdal Financial Partners
Iowa
$544K -$1.59K -10 -0.3%
SWM
388
Sequoia Wealth Management
Illinois
$540K +$6.03K +38 +1%
AIM
389
Acropolis Investment Management
Missouri
$538K -$38.9K -245 -7%
STMM
390
South Texas Money Management
Texas
$538K – – –
WIC
391
Whitegate Investment Counselors
New Hampshire
$531K +$794 +5 +0.2%
CA
392
Cortland Associates
Missouri
$530K – – –
SF
393
Synovus Financial
Georgia
$529K +$317 +2 +0.1%
PGWM
394
Parisi Gray Wealth Management
New Jersey
$528K +$117K +734 +29%
TI
395
Truepoint Inc
Ohio
$521K -$2.54K -16 -0.5%
SA
396
Strategic Advisors
New York
$521K +$2.22K +14 +0.4%
MWM
397
Mission Wealth Management
California
$508K -$24.4K -154 -5%
GG
398
Greenwood Gearhart
Arkansas
$498K -$794 -5 -0.2%
AIM
399
Aspen Investment Management
Michigan
$495K – – –
CIA
400
Capital Investment Advisors
Georgia
$475K +$65.6K +413 +16%
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16
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