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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
426
MYCIO Wealth Partners
Pennsylvania
$1.96M -$85.7K -333 -4%
PFWA
427
Paces Ferry Wealth Advisors
Georgia
$1.96M -$7.46K -29 -0.4%
AC
428
Abbrea Capital
California
$1.95M – – –
BFM
429
Broadview Financial Management
Wisconsin
$1.95M -$13.9K -54 -0.7%
CCG
430
Cypress Capital Group
Florida
$1.94M -$32.2K -125 -2%
OWA
431
One Wealth Advisors
California
$1.94M +$1.89M +7,346 New
WF
432
Welch & Forbes
Massachusetts
$1.94M +$254K +985 +15%
FWCM
433
Ferguson Wellman Capital Management
Oregon
$1.89M – – –
MFG
434
Merit Financial Group
Georgia
$1.88M +$31.4K +122 +2%
ALWM
435
Andrews Lucia Wealth Management
California
$1.87M +$1.82M +7,066 New
CA
436
Cornerstone Advisory
Maryland
$1.86M +$135K +525 +8%
EIP
437
Ellis Investment Partners
Pennsylvania
$1.86M +$88K +342 +5%
COI
438
Connable Office Inc
Michigan
$1.85M +$1.8M +6,997 New
MWM
439
Mission Wealth Management
California
$1.84M +$93.2K +362 +5%
SCM
440
Stordahl Capital Management
Colorado
$1.82M -$79.8K -310 -4%
AI
441
Atria Investments
North Carolina
$1.82M +$60.7K +236 +4%
APA
442
American Portfolios Advisors
New York
$1.81M -$505K -1,961 -22%
CCM
443
Covington Capital Management
California
$1.81M -$10.3K -40 -0.6%
SHJ
444
Sharkey, Howes & Javer
Colorado
$1.81M – – –
TFCP
445
Twin Focus Capital Partners
Massachusetts
$1.79M – – –
MOS
446
MGO One Seven
Ohio
$1.78M +$398K +1,546 +30%
WJA
447
Willis Johnson & Associates
Texas
$1.74M -$307K -1,194 -15%
CST
448
Charles Schwab Trust
Nevada
$1.73M – – –
EWM
449
Empirical Wealth Management
Washington
$1.73M -$45.3K -176 -3%
CF
450
Centaurus Financial
California
$1.73M +$9.78K +38 +0.6%
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