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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
451
Patten Group
Tennessee
$529K +$338K +2,257 +145%
S
452
SignatureFD
Georgia
$523K -$3.74K -25 -0.7%
W
453
Wealthquest
Ohio
$523K +$564K +3,771 New
TI
454
Tidal Investments
Wisconsin
$520K +$561K +3,750 New
DIM
455
Delta Investment Management
California
$519K +$561K +3,748 New
OBWP
456
O'Brien Wealth Partners
Massachusetts
$516K +$377K +2,520 +243%
CMBA
457
C.M. Bidwell & Associates
Hawaii
$515K – – –
BP
458
BBR Partners
New York
$511K – – –
RP
459
Riverbridge Partners
Minnesota
$508K -$24.8K -166 -4%
APSP
460
Asset Planning Services (Pennsylvania)
Pennsylvania
$505K -$42.2K -282 -7%
VCM
461
Vision Capital Management
Oregon
$503K – – –
SGAM
462
Steinberg Global Asset Management
Florida
$503K +$194K +1,300 +56%
LWM
463
Lenox Wealth Management
Ohio
$501K +$28.9K +193 +6%
GCA
464
Gradient Capital Advisors
California
$496K – – –
PAM
465
Palisade Asset Management
Minnesota
$494K -$2.69K -18 -0.5%
LS
466
Lattice Strategies
Pennsylvania
$494K – – –
BPA
467
Beacon Pointe Advisors
California
$494K +$533K +3,560 New
ACP
468
Arcus Capital Partners
Georgia
$491K -$96.5K -645 -15%
BTW
469
Boston Trust Walden
Massachusetts
$476K – – –
SBH
470
Segall Bryant & Hamill
Illinois
$476K – – –
FCFC
471
First Commonwealth Financial Corp
Pennsylvania
$475K +$513K +3,428 New
SCM
472
Smith Capital Management
Arkansas
$467K +$504K +3,370 New
SWM
473
Sequoia Wealth Management
Illinois
$463K +$150 +1 +0%
STMM
474
South Texas Money Management
Texas
$461K – – –
EI
475
Ellevest Inc
New York
$455K +$491K +3,284 New
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