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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
476
Sequoia Wealth Management
Illinois
$541K +$195K +1,186 +57%
FTUS
477
Flow Traders U.S.
New York
$536K +$535K +3,260 New
FHB
478
First Hawaiian Bank
Hawaii
$532K – – –
RA
479
RFG Advisory
Alabama
$529K -$117K -711 -18%
TI
480
Truepoint Inc
Ohio
$529K – – –
PWAP
481
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$524K -$490K -2,984 -48%
HCMT
482
Highland Capital Management (Tennessee)
Tennessee
$523K – – –
CAG
483
Crestwood Advisors Group
Massachusetts
$522K +$520K +3,171 New
BL
484
Balentine LLC
Georgia
$520K +$101K +615 +24%
NFG
485
Next Financial Group
Texas
$504K -$3.94K -24 -0.8%
FBB
486
Fulton Breakefield Broenniman
Maryland
$499K +$498K +3,035 New
WPA
487
West Paces Advisors
Georgia
$484K – – –
DDPIC
488
Deroy & Devereaux Private Investment Counsel
Michigan
$477K +$2.46K +15 +0.5%
VCP
489
Vista Capital Partners
Oregon
$477K +$476K +2,900 New
AIM
490
Aspen Investment Management
Michigan
$475K – – –
BFA
491
Beaumont Financial Advisors
Massachusetts
$469K +$467K +2,848 New
CWM
492
Concentric Wealth Management
California
$468K – – –
PFM
493
Parsec Financial Management
North Carolina
$468K – – –
EWF
494
Epstein & White Financial
California
$463K -$437K -2,661 -49%
CIC
495
Carnegie Investment Counsel
Ohio
$463K – – –
KTC
496
Kistler-Tiffany Companies
Pennsylvania
$462K +$27.4K +167 +6%
SFG
497
Summit Financial Group
West Virginia
$456K +$455K +2,772 New
YWP
498
YorkBridge Wealth Partners
New York
$455K – – –
SFA
499
Sequoia Financial Advisors
Ohio
$454K – – –
SCA
500
STALEY CAPITAL ADVISERS
Pennsylvania
$451K – – –
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