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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
426
Bartlett & Co Wealth Management
Ohio
$372K +$384K +2,530 New
BMO
427
Beck Mack & Oliver
New York
$371K – – –
KLI
428
Kelman-Lazarov Inc
Tennessee
$370K – – –
ZIC
429
ZWJ Investment Counsel
Georgia
$369K -$38K -250 -9%
CIC
430
Carnegie Investment Counsel
Ohio
$366K -$7.6K -50 -2%
MBT
431
Montecito Bank & Trust
California
$365K +$45.6K +300 +14%
SFA
432
Sequoia Financial Advisors
Ohio
$363K -$60.8K -400 -14%
CIA
433
Capital Investment Advisors
Georgia
$362K +$21.3K +140 +6%
RG
434
Rathbones Group
United Kingdom
$361K +$38.7K +255 +12%
CWM
435
Chesapeake Wealth Management
Virginia
$361K +$374K +2,461 New
SWM
436
Segment Wealth Management
Texas
$358K – – –
CAL
437
Capital Advisors Ltd
Ohio
$353K -$38.7K -255 -10%
LP
438
LGL Partners
Pennsylvania
$353K +$1.67K +11 +0.5%
SBH
439
Segall Bryant & Hamill
Illinois
$351K +$102K +673 +39%
BAAM
440
Baker Avenue Asset Management
California
$349K -$7.26M -47,758 -95%
JFGLC
441
Johnson Financial Group LLC (Colorado)
Colorado
$346K +$119K +786 +50%
BA
442
Bristlecone Advisors
Washington
$342K +$1.06K +7 +0.3%
CAI
443
Capital Advisors Inc
Oklahoma
$340K – – –
IC
444
InterOcean Capital
Illinois
$338K -$30.4K -200 -8%
HCMT
445
Highland Capital Management (Tennessee)
Tennessee
$338K – – –
CCP
446
Corient Capital Partners
California
$337K -$553K -3,642 -61%
ACA
447
Anchor Capital Advisors
Massachusetts
$334K +$72.9K +480 +27%
CHP
448
Cable Hill Partners
Oregon
$333K – – –
AAS
449
Annex Advisory Services
Wisconsin
$330K -$24.9K -164 -7%
AI
450
Atria Investments
North Carolina
$328K -$69.1K -455 -17%
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