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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
LHC
451
Little House Capital
Massachusetts
$595K -$521K -3,257 -48%
BPA
452
Beacon Pointe Advisors
California
$595K +$92.1K +575 +19%
OBWP
453
O'Brien Wealth Partners
Massachusetts
$590K – – –
LWM
454
Lenox Wealth Management
Ohio
$587K – – –
APSP
455
Asset Planning Services (Pennsylvania)
Pennsylvania
$585K +$2.72K +17 +0.5%
ACA
456
Anchor Capital Advisors
Massachusetts
$577K – – –
PAM
457
Palisade Asset Management
Minnesota
$572K -$4K -25 -0.7%
NI
458
NFC Investments
Tennessee
$570K – – –
WA
459
Waverly Advisors
Alabama
$568K – – –
EI
460
Ellevest Inc
New York
$561K +$26.4K +165 +5%
BTW
461
Boston Trust Walden
Massachusetts
$559K – – –
DY
462
Dowling & Yahnke
California
$558K -$137K -856 -20%
SCM
463
Smith Capital Management
Arkansas
$549K – – –
LPT
464
Legacy Private Trust
Wisconsin
$546K – – –
WPC
465
Waters Parkerson & Co
Louisiana
$537K -$192K -1,200 -27%
PGWM
466
Parisi Gray Wealth Management
New Jersey
$536K +$1.28K +8 +0.2%
CA
467
Cortland Associates
Missouri
$533K – – –
MAFM
468
Mid Atlantic Financial Management
Pennsylvania
$530K +$46.8K +292 +10%
RG
469
Rathbones Group
United Kingdom
$528K +$8.97K +56 +2%
FHB
470
First Hawaiian Bank
Hawaii
$525K -$25.6K -160 -5%
COI
471
Connable Office Inc
Michigan
$524K +$516K +3,221 New
TI
472
Truepoint Inc
Ohio
$523K -$1.28K -8 -0.2%
HCMT
473
Highland Capital Management (Tennessee)
Tennessee
$518K +$141K +881 +38%
IWM
474
IHT Wealth Management
Illinois
$510K +$501K +3,131 New
NFG
475
Next Financial Group
Texas
$502K +$494K +3,083 New
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