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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
WCF
376
West Coast Financial
California
$2.34M – – –
GIA
377
GHP Investment Advisors
Colorado
$2.32M -$43.1K -176 -2%
AI
378
Atria Investments
North Carolina
$2.31M +$917K +3,745 +62%
CPIG
379
Chicago Partners Investment Group
Illinois
$2.3M +$734 +3 +0%
SVWAG
380
Sound View Wealth Advisors Group
Georgia
$2.29M +$494K +2,017 +26%
WSFS
381
Wilmington Savings Fund Society
Delaware
$2.29M -$5.39K -22 -0.2%
KFP
382
KMG Fiduciary Partners
Ohio
$2.25M +$122K +499 +5%
NP
383
NorthRock Partners
Minnesota
$2.2M +$12.7K +52 +0.6%
LWA
384
LWS Wealth Advisors
New Jersey
$2.19M +$79.3K +324 +4%
TFM
385
TFC Financial Management
Massachusetts
$2.19M -$8.81K -36 -0.4%
HCMT
386
Highland Capital Management (Tennessee)
Tennessee
$2.18M -$49.9K -204 -2%
GWANC
387
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.17M +$25.9K +106 +1%
AWM
388
Angeles Wealth Management
California
$2.17M – – –
HWA
389
Hillcrest Wealth Advisors
New Jersey
$2.17M – – –
MCM
390
Manchester Capital Management
Vermont
$2.16M – – –
MBT
391
Montecito Bank & Trust
California
$2.16M -$16.4K -67 -0.7%
HTHT
392
Hemenway Trust Hemenway Trust
New Hampshire
$2.15M +$1.96M +7,995 +680%
MFG
393
Merit Financial Group
Georgia
$2.15M +$200K +819 +10%
DT
394
Diversified Trust
Tennessee
$2.08M -$20.1K -82 -0.9%
WF
395
Welch & Forbes
Massachusetts
$2.08M +$259K +1,060 +14%
LNC
396
Lincoln National Corp
Pennsylvania
$2.08M +$5.14K +21 +0.2%
OSAM
397
O'Shaughnessy Asset Management
Connecticut
$2.08M +$10.8K +44 +0.5%
MG
398
Mather Group
Illinois
$2.08M -$2.8M -11,428 -56%
JIR
399
James Investment Research
Ohio
$2.08M -$109K -447 -5%
CW
400
Connectus Wealth
Ohio
$2.05M +$37K +151 +2%
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