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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SGCA
426
Steel Grove Capital Advisors
Tennessee
$395K +$392K +2,600 New
CM
427
Columbus Macro
Pennsylvania
$393K – – –
AWA
428
Arete Wealth Advisors
Illinois
$391K -$99K -657 -20%
SWA
429
SFMG Wealth Advisors
Texas
$389K – – –
PGWM
430
Parisi Gray Wealth Management
New Jersey
$389K +$118K +783 +45%
BCM
431
Brookstone Capital Management
Illinois
$386K – – –
BL
432
Balentine LLC
Georgia
$385K – – –
BC
433
Bartlett & Co
Ohio
$385K – – –
BCWM
434
Bartlett & Co Wealth Management
Ohio
$385K – – –
BMO
435
Beck Mack & Oliver
New York
$384K – – –
CIA
436
Capital Investment Advisors
Georgia
$384K +$9.19K +61 +2%
BCWM
437
Blue Chip Wealth Management
Florida
$384K +$108K +720 +40%
PCMK
438
Paragon Capital Management (Kansas)
Kansas
$383K -$22.8M -151,320 -98%
KLI
439
Kelman-Lazarov Inc
Tennessee
$383K – – –
ZIC
440
ZWJ Investment Counsel
Georgia
$382K – – –
FAIM
441
Financial Advocates Investment Management
Washington
$381K -$19.4K -129 -5%
CIC
442
Carnegie Investment Counsel
Ohio
$381K – – –
SFA
443
Sequoia Financial Advisors
Ohio
$376K – – –
ACA
444
Anchor Capital Advisors
Massachusetts
$374K +$27.9K +185 +8%
CWM
445
Chesapeake Wealth Management
Virginia
$373K -$753 -5 -0.2%
SWM
446
Segment Wealth Management
Texas
$370K – – –
LP
447
LGL Partners
Pennsylvania
$366K – – –
CAL
448
Capital Advisors Ltd
Ohio
$365K – – –
BAAM
449
Baker Avenue Asset Management
California
$361K – – –
BA
450
Bristlecone Advisors
Washington
$354K – – –
16 17
18
19 20