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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
426
BBR Partners
New York
$943K -$8.02K -47 -0.9%
PPW
427
Parcion Private Wealth
Washington
$932K +$891K +5,223 New
LFWA
428
LBJ Family Wealth Advisors
Texas
$930K +$4.27K +25 +0.5%
BAS
429
Brown Advisory Securities
Maryland
$906K +$3.24K +19 +0.4%
PWPS
430
Pinnacle Wealth Planning Services
Ohio
$903K -$33.8K -198 -4%
DP
431
Denver PWM
Colorado
$896K +$7.68K +45 +0.9%
SBWM
432
Sunflower Bank Wealth Management
Arizona
$892K – – –
CMANY
433
Capital Management Associates (New York)
New York
$892K +$853K +5,000 New
WB
434
WesBanco Bank
West Virginia
$886K -$31.7K -186 -4%
KFI
435
Key Financial Inc
Pennsylvania
$884K +$845K +4,953 New
MRCM
436
M&R Capital Management
New Jersey
$874K – – –
SF
437
Synovus Financial
Georgia
$868K +$171 +1 +0%
MA
438
MONECO Advisors
Connecticut
$865K +$2.9K +17 +0.4%
SQA
439
Simon Quick Advisors
New Jersey
$865K +$26.6K +156 +3%
BDF
440
Balasa Dinverno & Foltz
$861K – – –
HCMT
441
Highland Capital Management (Tennessee)
Tennessee
$856K +$276K +1,619 +51%
W
442
Wealthquest
Ohio
$854K +$153K +899 +23%
S
443
SignatureFD
Georgia
$842K +$75.9K +445 +10%
SMC
444
Smith, Moore & Co
Missouri
$830K +$7.17K +42 +0.9%
HFA
445
High Falls Advisors
New York
$826K +$790K +4,629 New
LDB
446
Lee, Danner & Bass
Tennessee
$807K -$96.4K -565 -11%
WAM
447
Weatherly Asset Management
California
$806K – – –
DI
448
Disciplined Investments
Oklahoma
$803K +$768K +4,503 New
BRWM
449
B. Riley Wealth Management
Tennessee
$799K +$7.68K +45 +1%
RC
450
RegentAtlantic Capital
New Jersey
$794K -$7.51K -44 -0.9%
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