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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
RWMH
426
Riverpoint Wealth Management Holdings
Illinois
$2.88M -$573K -1,769 -17%
OWA
427
One Wealth Advisors
California
$2.87M +$1.72M +5,322 +149%
MCM
428
Manchester Capital Management
Vermont
$2.85M – – –
KFP
429
KMG Fiduciary Partners
Ohio
$2.8M -$1.94K -6 -0.1%
NFG
430
Nadler Financial Group
Illinois
$2.79M -$870K -2,685 -24%
BMC
431
Bear Mountain Capital
Washington
$2.79M – – –
ST
432
Sabal Trust
Florida
$2.77M – – –
APCM
433
Alaska Permanent Capital Management
Alaska
$2.77M – – –
RL
434
Retireful LLC
Michigan
$2.77M +$2.78M +8,594 New
IA
435
IFP Advisors
Florida
$2.77M +$91K +281 +3%
VT
436
Vise Technologies
New York
$2.75M +$19.1K +59 +0.7%
BBHC
437
Brown Brothers Harriman & Co
New York
$2.75M +$22.7K +70 +0.8%
BFG
438
Beacon Financial Group
Texas
$2.72M -$191K -591 -7%
GCA
439
Genesee Capital Advisors
New York
$2.71M -$74.8K -231 -3%
C
440
Certuity
Florida
$2.69M +$324 +1 +0%
WF
441
Welch & Forbes
Massachusetts
$2.69M – – –
BFM
442
Broadview Financial Management
Wisconsin
$2.68M -$18.5K -57 -0.7%
MSS
443
Mitchell Sinkler & Starr
Pennsylvania
$2.67M +$17.8K +55 +0.7%
FFG
444
Fiduciary Financial Group
California
$2.67M – – –
BMCM
445
Bryn Mawr Capital Management
Pennsylvania
$2.67M – – –
JWBC
446
John W. Brooker & Co
California
$2.66M -$6.48K -20 -0.2%
CI
447
CX Institutional
Indiana
$2.65M +$1.27M +3,915 +91%
HWA
448
Hillcrest Wealth Advisors
New Jersey
$2.64M -$113K -350 -4%
RTL
449
Red Tortoise LLC
Georgia
$2.6M -$185K -572 -7%
FWCM
450
Ferguson Wellman Capital Management
Oregon
$2.59M – – –
16 17
18
19 20