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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
551
IFG Advisory
Georgia
$790K +$878K +4,003 New
LIM
552
Leavell Investment Management
Alabama
$789K – – –
NB
553
Nicolet Bankshares
Wisconsin
$788K -$118K -540 -12%
FTS
554
Fifth Third Securities
Ohio
$787K +$323K +1,475 +59%
YIH
555
Y-Intercept (HK)
Hong Kong
$781K +$868K +3,956 New
DPI
556
Diversified Portfolios Inc
Michigan
$775K -$19.3K -88 -2%
AFG
557
Allegheny Financial Group
Pennsylvania
$768K +$44.7K +204 +6%
FCA
558
FinTrust Capital Advisors
South Carolina
$758K +$306K +1,395 +60%
DI
559
Disciplined Investments
Oklahoma
$755K – – –
SWM
560
Soundmark Wealth Management
Washington
$755K – – –
KTC
561
Kistler-Tiffany Companies
Pennsylvania
$748K – – –
CC
562
Callan Capital
California
$747K -$3.73K -17 -0.4%
FA
563
Flagstar Advisors
New York
$743K +$211K +962 +34%
KFI
564
Key Financial Inc
Pennsylvania
$742K -$7.67K -35 -0.9%
PMFA
565
Plante Moran Financial Advisors
Michigan
$742K +$379K +1,726 +85%
LDB
566
Lee, Danner & Bass
Tennessee
$741K +$1.1K +5 +0.1%
TCM
567
TD Capital Management
Tennessee
$740K +$823K +3,752 New
MWM
568
Madison Wealth Management
Ohio
$734K -$175K -800 -18%
RA
569
RFG Advisory
Alabama
$732K +$5.7K +26 +0.8%
TLFA
570
True Link Financial Advisors
California
$729K -$158K -720 -16%
COI
571
Connable Office Inc
Michigan
$721K +$801K +3,652 New
FAM
572
Flaharty Asset Management
Florida
$718K -$4.83K -22 -0.6%
HGWM
573
Horst & Graben Wealth Management
Oregon
$717K -$219 -1 -0%
ARC
574
Advisor Resource Council
Texas
$711K -$1.66M -7,591 -68%
IA
575
IFG Advisors
Missouri
$710K +$411K +1,873 +108%
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23
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