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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
451
Sequoia Wealth Management
Illinois
$526K – – –
STMM
452
South Texas Money Management
Texas
$523K – – –
ACM
453
Atlanta Capital Management
Georgia
$521K +$501K +3,311 New
EI
454
Ellevest Inc
New York
$517K – – –
PGWM
455
Parisi Gray Wealth Management
New Jersey
$517K +$907 +6 +0.2%
CA
456
Cortland Associates
Missouri
$515K – – –
EWA
457
EP Wealth Advisors
California
$507K -$532K -3,519 -52%
TI
458
Truepoint Inc
Ohio
$507K – – –
RG
459
Rathbones Group
United Kingdom
$501K +$65K +430 +16%
SPC
460
Sigma Planning Corp
Michigan
$489K -$134K -888 -22%
BPA
461
Beacon Pointe Advisors
California
$484K -$74.1K -490 -14%
GG
462
Greenwood Gearhart
Arkansas
$475K – – –
CIA
463
Capital Investment Advisors
Georgia
$475K +$19.2K +127 +4%
SBAM
464
Santa Barbara Asset Management
California
$466K -$213K -1,408 -32%
MAFM
465
Mid Atlantic Financial Management
Pennsylvania
$466K +$39.9K +264 +10%
WPA
466
West Paces Advisors
Georgia
$462K +$444K +2,940 New
SA
467
Strategic Advisors
New York
$460K +$1.66K +11 +0.4%
CWM
468
Calamos Wealth Management
Illinois
$458K +$44.7K +296 +11%
SFA
469
Sequoia Financial Advisors
Ohio
$457K +$65.5K +433 +18%
AIM
470
Aspen Investment Management
Michigan
$454K – – –
TFS
471
TrustCore Financial Services
Tennessee
$447K +$429K +2,840 New
PFM
472
Parsec Financial Management
North Carolina
$447K +$430K +2,842 New
IP
473
Isthmus Partners
Wisconsin
$446K +$1.16M +7,682 New
DDPIC
474
Deroy & Devereaux Private Investment Counsel
Michigan
$444K – – –
CC
475
Courier Capital
New York
$442K -$19.7K -130 -4%
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19
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