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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
BMCM
401
Bryn Mawr Capital Management
Pennsylvania
$1.89M +$170K +802 +10%
AWM
402
Angeles Wealth Management
California
$1.88M +$1.89M +8,940 New
OSAM
403
O'Shaughnessy Asset Management
Connecticut
$1.84M -$212 -1 -0%
MFG
404
Merit Financial Group
Georgia
$1.83M +$124K +586 +7%
GC
405
Garde Capital
Washington
$1.83M -$2.12K -10 -0.1%
SB
406
Simmons Bank
Arkansas
$1.82M -$170K -801 -8%
TFGT
407
TS Financial Group (TSFG)
Illinois
$1.8M -$3.39K -16 -0.2%
HCMT
408
Highland Capital Management (Tennessee)
Tennessee
$1.8M +$40.9K +193 +2%
SWM
409
Southern Wealth Management
Texas
$1.79M +$88.1K +416 +5%
FT
410
Fiduciary Trust
Massachusetts
$1.79M +$10.4K +49 +0.6%
RTL
411
Red Tortoise LLC
Georgia
$1.78M +$1.79M +8,476 New
FFG
412
Fullen Financial Group
Ohio
$1.78M +$7.41K +35 +0.4%
FWCM
413
Ferguson Wellman Capital Management
Oregon
$1.77M +$37K +175 +2%
AIM
414
Acropolis Investment Management
Missouri
$1.77M – – –
JWBC
415
John W. Brooker & Co
California
$1.76M +$847 +4 +0%
LT
416
Legacy Trust
Michigan
$1.71M +$1.72M +8,103 New
BAMG
417
Brand Asset Management Group
Missouri
$1.7M +$635 +3 +0%
LWA
418
LWS Wealth Advisors
New Jersey
$1.7M +$245K +1,157 +17%
FCH
419
Freestone Capital Holdings
Washington
$1.7M – – –
EIP
420
Ellis Investment Partners
Pennsylvania
$1.69M -$43.8K -207 -3%
KA
421
Kovack Advisors
Florida
$1.68M +$142K +672 +9%
JWM
422
JFG Wealth Management
Colorado
$1.68M +$1.69M +7,968 New
SFG
423
Sage Financial Group
Pennsylvania
$1.68M – – –
GG
424
GenWealth Group
New Jersey
$1.67M -$29.8K -141 -2%
MFS
425
McNamara Financial Services
Massachusetts
$1.66M +$64.8K +306 +4%
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17
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