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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
501
RFG Advisory
Alabama
$625K +$50K +293 +9%
NI
502
NFC Investments
Tennessee
$624K – – –
OIA
503
OneDigital Investment Advisors
Kansas
$623K -$5.63K -33 -0.9%
PAM
504
Palisade Asset Management
Minnesota
$619K -$5.12K -30 -0.9%
ACA
505
Anchor Capital Advisors
Massachusetts
$616K -$8.53K -50 -1%
BTW
506
Boston Trust Walden
Massachusetts
$612K – – –
ST
507
Spinnaker Trust
Maine
$607K – – –
NL
508
NWAM LLC
Washington
$606K +$3.41K +20 +0.6%
DY
509
Dowling & Yahnke
California
$603K -$8.53K -50 -1%
AWS
510
AJ Wealth Strategies
New York
$603K – – –
SCM
511
Smith Capital Management
Arkansas
$601K – – –
PGWM
512
Parisi Gray Wealth Management
New Jersey
$595K +$6.14K +36 +1%
CA
513
Cortland Associates
Missouri
$584K +$115K +675 +26%
LL
514
LPWM LLC
Minnesota
$581K +$556K +3,256 New
APSP
515
Asset Planning Services (Pennsylvania)
Pennsylvania
$580K -$81.7K -479 -13%
RG
516
Rathbones Group
United Kingdom
$579K -$21.2K -124 -4%
TI
517
Truepoint Inc
Ohio
$573K – – –
LPT
518
Legacy Private Trust
Wisconsin
$570K -$27K -158 -5%
CAG
519
Crestwood Advisors Group
Massachusetts
$566K – – –
BL
520
Balentine LLC
Georgia
$563K – – –
WPC
521
Waters Parkerson & Co
Louisiana
$562K -$25.6K -150 -5%
FBB
522
Fulton Breakefield Broenniman
Maryland
$542K – – –
PFM
523
Parsec Financial Management
North Carolina
$539K +$30.2K +177 +6%
SW
524
SVB Wealth
Massachusetts
$530K +$86K +504 +20%
WPA
525
West Paces Advisors
Georgia
$525K – – –
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