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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
451
Tiemann Investment Advisors
California
$1.3M – – –
SBH
452
Segall Bryant & Hamill
Illinois
$1.29M -$30.3K -122 -2%
PWM
453
Perigon Wealth Management
California
$1.28M – – –
FFA
454
Freedman Financial Associates
Massachusetts
$1.26M – – –
MG
455
Mather Group
Illinois
$1.26M +$96.5K +388 +8%
PG
456
Patten Group
Tennessee
$1.24M -$9.94K -40 -0.8%
PGWM
457
Parisi Gray Wealth Management
New Jersey
$1.24M -$3.48K -14 -0.3%
DPI
458
Diversified Portfolios Inc
Michigan
$1.24M -$17.9K -72 -1%
NCM
459
Next Capital Management
New York
$1.24M – – –
RC
460
RegentAtlantic Capital
New Jersey
$1.23M – – –
VCM
461
Vision Capital Management
Oregon
$1.23M – – –
SAS
462
SMI Advisory Services
Indiana
$1.22M -$164K -659 -12%
SWP
463
Strategic Wealth Partners
Ohio
$1.22M +$121K +487 +11%
CAM
464
Chandler Asset Management
California
$1.21M – – –
IA
465
IFP Advisors
Florida
$1.21M +$19.9K +80 +2%
WP
466
WealthSource Partners
California
$1.2M -$59.2K -238 -5%
DWM
467
Doyle Wealth Management
Florida
$1.2M -$78.1K -314 -6%
WB
468
WesBanco Bank
West Virginia
$1.2M +$21.9K +88 +2%
NCM
469
Neumann Capital Management
California
$1.2M -$7.46K -30 -0.6%
LFWA
470
LBJ Family Wealth Advisors
Texas
$1.19M – – –
OIA
471
OneDigital Investment Advisors
Kansas
$1.18M – – –
SWA
472
Sightline Wealth Advisors
Connecticut
$1.18M – – –
AF
473
Allworth Financial
California
$1.18M +$19.1K +77 +2%
FWM
474
Fairhaven Wealth Management
Illinois
$1.16M +$387K +1,555 +48%
RWA
475
Ropes Wealth Advisors
Massachusetts
$1.14M -$257K -1,032 -18%
17 18
19
20 21