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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
476
Litman Gregory Wealth Management
California
$84K – – –
TCM
477
TD Capital Management
Tennessee
$79K -$2.8K -21 -3%
FMTCOCP
478
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$77.8K – – –
BBPWM
479
Blue Bell Private Wealth Management
Pennsylvania
$74K +$73.4K +550 New
FDCDDQ
480
Federation des caisses Desjardins du Quebec
Quebec, Canada
$67.6K +$66.7K +500 New
AWM
481
Avior Wealth Management
Nebraska
$66K – – –
GWM
482
Geneos Wealth Management
Colorado
$64K – – –
CFG
483
Citizens Financial Group
Rhode Island
$61K – – –
CTC
484
Central Trust Company
Missouri
$56K -$107K -800 -66%
OC
485
Oakworth Capital
Alabama
$56K +$20K +150 +57%
SIM
486
Sonora Investment Management
Arizona
$46.8K +$46.2K +346 New
SIAS
487
Shine Investment Advisory Services
Colorado
$42K +$41.5K +311 New
WA
488
Winfield Associates
Ohio
$41K – – –
SAM
489
Shamrock Asset Management
Texas
$41K +$40.8K +306 New
PCFFS
490
Pacific Center for Financial Services
California
$39K +$38.2K +286 New
BRC
491
Bell Rock Capital
Delaware
$38K -$25.2K -189 -40%
BWA
492
Burt Wealth Advisors
Maryland
$36K – – –
VWA
493
V Wealth Advisors
Kansas
$36K +$34.7K +260 New
AIM
494
Anchor Investment Management
South Carolina
$35.2K – – –
FCB
495
First Command Bank
Texas
$35K – – –
FCFS
496
First Command Financial Services
Texas
$35K – – –
ADL
497
Asset Dedication LLC
California
$31K – – –
PG
498
Patten Group
Tennessee
$28K +$20.4K +153 +306%
RFA
499
Reilly Financial Advisors
California
$27K -$12.1K -91 -31%
PWM
500
Perigon Wealth Management
California
$27K – – –
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