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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
551
Spinnaker Trust
Maine
$790K – – –
TFS
552
TrustCore Financial Services
Tennessee
$789K -$49K -208 -6%
CTB
553
Country Trust Bank
Illinois
$784K – – –
FWM
554
Fairhaven Wealth Management
Illinois
$782K – – –
MWA
555
Meridian Wealth Advisors
Texas
$779K – – –
ABC
556
Associated Banc-Corp
Wisconsin
$774K +$28K +119 +4%
AC
557
Alexandria Capital
Virginia
$773K -$49.5K -210 -6%
BCM
558
Brookstone Capital Management
Illinois
$773K +$41.2K +175 +6%
SFP
559
Shepherd Financial Partners
Massachusetts
$771K -$26.4K -112 -3%
AWC
560
Abundance Wealth Counselors
Pennsylvania
$769K – – –
CCG
561
Cypress Capital Group
Florida
$766K – – –
ASW
562
Astoria Strategic Wealth
Texas
$765K -$109K -462 -13%
BL
563
Balentine LLC
Georgia
$764K – – –
WPC
564
Waters Parkerson & Co
Louisiana
$762K – – –
BG
565
Bollard Group
Massachusetts
$761K +$1.65K +7 +0.2%
FCBT
566
First Citizens Bank & Trust
North Carolina
$751K -$24.5K -104 -3%
IFG
567
Independent Financial Group
California
$749K +$33.2K +141 +5%
NPF
568
Norris Perne & French
Michigan
$743K +$1.18K +5 +0.2%
WA
569
Waverly Advisors
Alabama
$742K +$64.8K +275 +10%
AIA
570
Alera Investment Advisors
Illinois
$740K -$71.2K -302 -9%
RSWM
571
Robertson Stephens Wealth Management
California
$740K -$69.7K -296 -9%
CAG
572
Crestwood Advisors Group
Massachusetts
$737K – – –
PFM
573
Parsec Financial Management
North Carolina
$736K – – –
BBA
574
BLB&B Advisors
Pennsylvania
$733K – – –
1CP
575
17 Capital Partners
Arizona
$727K +$708K +3,005 New
21 22
23
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