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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
376
O'Shaughnessy Asset Management
Connecticut
$3.53M -$2.44M -8,049 -42%
DADC
377
D.A. Davidson & Co
Montana
$3.5M +$26.3K +87 +0.8%
PCMC
378
Private Capital Management (Colorado)
Colorado
$3.48M -$1.84M -6,077 -35%
MCCA
379
Mill Creek Capital Advisors
Pennsylvania
$3.47M -$2.16M -7,131 -39%
PL
380
Plancorp LLC
Missouri
$3.45M -$459K -1,514 -12%
TFF
381
The Family Firm
Maryland
$3.44M -$122K -403 -4%
AI
382
Accredited Investors
Minnesota
$3.42M – – –
PGFC
383
Peapack-Gladstone Financial Corp
New Jersey
$3.4M -$2.73K -9 -0.1%
SHGA
384
Sand Hill Global Advisors
California
$3.4M +$48.8K +161 +2%
RWMH
385
Riverpoint Wealth Management Holdings
Illinois
$3.37M +$10.9K +36 +0.3%
FWTB
386
First Western Trust Bank
Colorado
$3.34M – – –
MWS
387
Maxwell Wealth Strategies
California
$3.34M – – –
DWM
388
Dakota Wealth Management
Florida
$3.32M -$54.2K -179 -2%
AWA
389
Arkadios Wealth Advisors
Georgia
$3.32M +$2.99M +9,874 +1,427%
FMWA
390
Forvis Mazars Wealth Advisors
Missouri
$3.23M -$511K -1,688 -14%
HTC
391
Haverford Trust Company
Pennsylvania
$3.22M – – –
EK
392
Evensky & Katz
Florida
$3.21M +$10.6K +35 +0.3%
AF
393
Apexium Financial
Texas
$3.21M -$13K -43 -0.4%
OP
394
ORG Partners
Indiana
$3.2M -$27.3K -90 -0.9%
LSA
395
Lansing Street Advisors
Pennsylvania
$3.19M +$10.6K +35 +0.3%
PCM
396
Parsons Capital Management
Rhode Island
$3.17M -$53.9K -178 -2%
CWM
397
Cranbrook Wealth Management
Michigan
$3.15M -$5.75K -19 -0.2%
RCAG
398
Rehmann Capital Advisory Group
Michigan
$3.14M -$7.57K -25 -0.2%
ASN
399
Advisory Services Network
Georgia
$3.14M – – –
DWM
400
Dynasty Wealth Management
Florida
$3.13M +$21.2K +70 +0.7%
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