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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
726
Patten Group
Tennessee
$1.1M -$55.2K -149 -5%
CIC
727
Carnegie Investment Counsel
Ohio
$1.1M +$370 +1 +0%
VWM
728
Venturi Wealth Management
Texas
$1.1M – – –
CIA
729
Concurrent Investment Advisors
Florida
$1.1M +$745K +2,012 +217%
GT
730
Greenleaf Trust
Michigan
$1.09M -$13K -35 -1%
DP
731
Denver PWM
Colorado
$1.09M – – –
AA
732
Ancora Advisors
Ohio
$1.09M -$17.8K -48 -2%
JWM
733
JHP Wealth Management
Colorado
$1.09M +$1.08M +2,928 New
CWA
734
CJM Wealth Advisers
Virginia
$1.09M – – –
VAS
735
Vestmark Advisory Solutions
Massachusetts
$1.09M +$188K +508 +21%
FNBOO
736
First National Bank of Omaha
Nebraska
$1.09M +$530K +1,432 +97%
HWA
737
Heartwood Wealth Advisors
Virginia
$1.09M – – –
CAL
738
Capital Advisors Ltd
Ohio
$1.09M +$741 +2 +0.1%
TCM
739
Tandem Capital Management
New Jersey
$1.08M – – –
TNA
740
True North Advisors
Texas
$1.08M -$27.4K -74 -3%
FFA
741
Fi3 Financial Advisors
Indiana
$1.07M – – –
DC
742
Davenport & Co
Virginia
$1.07M +$11.9K +32 +1%
MOS
743
MGO One Seven
Ohio
$1.06M +$24.8K +67 +2%
SWP
744
Sagespring Wealth Partners
Tennessee
$1.06M -$332K -897 -24%
WPA
745
West Paces Advisors
Georgia
$1.06M – – –
CAM
746
Capital Asset Management
Colorado
$1.06M +$1.05M +2,833 New
MPM
747
Meritage Portfolio Management
Kansas
$1.05M – – –
OCM
748
One Capital Management
California
$1.05M +$832K +2,247 +392%
DAS
749
Dynamic Advisor Solutions
Arizona
$1.05M -$651K -1,758 -38%
KV
750
Kickstand Ventures
New York
$1.05M -$126K -340 -11%
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30
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