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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
626
Capital Bank & Trust
California
$77K – – –
BBHC
627
Brown Brothers Harriman & Co
New York
$77K +$74.1K +490 New
GWM
628
Geneos Wealth Management
Colorado
$76K -$16.2M -107,016 -100%
AWM
629
Avior Wealth Management
Nebraska
$76K -$9.98K -66 -12%
AIM
630
Arcadia Investment Management
Michigan
$76K – – –
KPCM
631
Kings Point Capital Management
New York
$76K +$10.3K +68 +17%
NL
632
NVWM LLC
Pennsylvania
$75K -$4.23K -28 -6%
CFG
633
Citizens Financial Group
Rhode Island
$71K – – –
ESB
634
Essex Savings Bank
Connecticut
$71K – – –
CCM
635
Cribstone Capital Management
Maine
$65K – – –
FFW
636
Fusion Family Wealth
New York
$65K – – –
RFA
637
Reilly Financial Advisors
California
$63K – – –
CG
638
Cutler Group
California
$62K +$60.3K +399 New
EWM
639
Executive Wealth Management
Michigan
$56K – – –
AF
640
Advisornet Financial
Minnesota
$53K +$151 +1 +0.3%
BHWM
641
Bay Harbor Wealth Management
Maryland
$45K -$15.1K -100 -26%
FA
642
Financial Advantage
Maryland
$45K – – –
PCFFS
643
Pacific Center for Financial Services
California
$45K – – –
DBT
644
Dubuque Bank & Trust
Iowa
$44K – – –
AF
645
Allworth Financial
California
$44K +$42.5K +281 New
BWA
646
Burt Wealth Advisors
Maryland
$43K – – –
WAP
647
Wealthcare Advisory Partners
Pennsylvania
$43K – – –
WCG
648
Weaver Consulting Group
California
$43K +$40.5K +268 New
SFG
649
SevenBridge Financial Group
Pennsylvania
$43K +$41.6K +275 New
HS
650
Horan Securities
United States
$41K – – –
24 25
26
27 28