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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
551
Leavell Investment Management
Alabama
$975K – – –
WWM
552
Western Wealth Management
Colorado
$972K -$11.5K -50 -1%
EI
553
Ellevest Inc
New York
$970K +$138K +599 +18%
VF
554
Vawter Financial
Ohio
$970K -$106K -459 -10%
ACM
555
Alcosta Capital Management
California
$968K -$8.52K -37 -0.9%
PP
556
Pegasus Partners
Wisconsin
$959K – – –
CWM
557
Concentric Wealth Management
California
$959K +$244K +1,061 +37%
WGCA
558
Wolf Group Capital Advisors
Virginia
$943K -$50.2K -218 -5%
WPC
559
Wedmont Private Capital
Pennsylvania
$940K +$47.4K +206 +6%
SWM
560
Soundmark Wealth Management
Washington
$937K -$921 -4 -0.1%
WA
561
Wealthstream Advisors
New York
$937K +$230 +1 +0%
NB
562
Nicolet Bankshares
Wisconsin
$935K – – –
KC
563
Kades & Cheifetz
Pennsylvania
$929K +$1.61K +7 +0.2%
TWM
564
Tanager Wealth Management
United Kingdom
$926K +$875K +3,800 New
DWT
565
Dorsey & Whitney Trust
South Dakota
$923K – – –
OWA
566
One Wealth Advisors
California
$923K -$9.44K -41 -1%
SBH
567
Segall Bryant & Hamill
Illinois
$918K -$28.8K -125 -3%
VWM
568
Venturi Wealth Management
Texas
$918K +$511K +2,221 +144%
LDB
569
Lee, Danner & Bass
Tennessee
$918K +$6.91K +30 +0.8%
FCI
570
Financial Counselors Inc
Kansas
$917K +$16.8K +73 +2%
KFI
571
Key Financial Inc
Pennsylvania
$917K – – –
DP
572
Denver PWM
Colorado
$917K +$2.3K +10 +0.3%
FCA
573
FinTrust Capital Advisors
South Carolina
$911K – – –
GD
574
Grandfield & Dodd
New York
$908K – – –
FFA
575
Fragasso Financial Advisors
Pennsylvania
$904K +$2.76K +12 +0.3%
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