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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
426
Blue Chip Wealth Management
Florida
$409K +$1.11K +7 +0.3%
BMO
427
Beck Mack & Oliver
New York
$408K – – –
KLI
428
Kelman-Lazarov Inc
Tennessee
$408K – – –
ZIC
429
ZWJ Investment Counsel
Georgia
$407K – – –
SFA
430
Sequoia Financial Advisors
Ohio
$400K – – –
ACA
431
Anchor Capital Advisors
Massachusetts
$398K – – –
SWM
432
Segment Wealth Management
Texas
$394K – – –
LP
433
LGL Partners
Pennsylvania
$391K +$1.59K +10 +0.4%
BCWM
434
Bartlett & Co Wealth Management
Ohio
$391K -$19.8K -125 -5%
BC
435
Bartlett & Co
Ohio
$389K -$19.8K -125 -5%
CAL
436
Capital Advisors Ltd
Ohio
$389K +$159 +1 +0%
SWA
437
SFMG Wealth Advisors
Texas
$387K – – –
BAAM
438
Baker Avenue Asset Management
California
$384K – – –
FAIM
439
Financial Advocates Investment Management
Washington
$381K -$23K -145 -6%
CWM
440
Chesapeake Wealth Management
Virginia
$381K -$15.7K -99 -4%
SWP
441
Strategic Wealth Partners
Ohio
$380K -$90K -567 -19%
SGAM
442
Steinberg Global Asset Management
Florida
$377K +$370K +2,330 New
CAI
443
Capital Advisors Inc
Oklahoma
$375K – – –
HCMT
444
Highland Capital Management (Tennessee)
Tennessee
$372K – – –
CCP
445
Corient Capital Partners
California
$371K – – –
CHP
446
Cable Hill Partners
Oregon
$370K – – –
RP
447
Rice Partnership
Hawaii
$356K – – –
PW
448
Price Wealth
Texas
$354K – – –
BA
449
Bristlecone Advisors
Washington
$351K -$25.1K -158 -7%
CSIC
450
Clifford Swan Investment Counsel
California
$350K +$343K +2,163 New
16 17
18
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