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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
826
Meeder Asset Management
Ohio
$344K -$1.38K -6 -0.4%
CCA
827
Checchi Capital Advisers
California
$344K +$119K +518 +58%
DC
828
Davenport & Co
Virginia
$343K +$3.22K +14 +1%
BWP
829
BSW Wealth Partners
Colorado
$343K +$32.5K +141 +11%
GWSA
830
Global Wealth Strategies & Associates
Colorado
$341K +$23K +100 +8%
USB
831
Union Savings Bank
Connecticut
$339K +$310K +1,344 New
PI
832
PFG Investments
New York
$337K +$7.83K +34 +3%
EWP
833
Engrave Wealth Partners
Texas
$336K – – –
SB
834
Strategic Blueprint
Georgia
$335K +$11.1K +48 +4%
CIA
835
Cape Investment Advisory
Georgia
$334K -$8.52K -37 -3%
HI
836
Harbour Investments
Wisconsin
$333K +$54.4K +236 +21%
FAT
837
First American Trust
California
$331K +$27.2K +118 +10%
CCG
838
Chatham Capital Group
Georgia
$331K – – –
BCA
839
Bay Colony Advisors
Massachusetts
$330K -$239K -1,036 -43%
FM
840
Foster & Motley
Ohio
$327K -$53.7K -233 -15%
CWM
841
Cornerstone Wealth Management
Missouri
$325K +$307K +1,333 New
PAMG
842
Patton Albertson Miller Group
Tennessee
$325K – – –
PPP
843
Private Portfolio Partners
New Jersey
$323K – – –
TCM
844
TD Capital Management
Tennessee
$321K +$230 +1 +0.1%
LMKC
845
L.M. Kohn & Company
Ohio
$320K +$46.3K +201 +18%
BWL
846
Bogart Wealth LLC
Virginia
$318K – – –
PWM
847
PBMares Wealth Management
Virginia
$316K – – –
AAS
848
Annex Advisory Services
Wisconsin
$316K – – –
MAS
849
Madden Advisory Services
Florida
$316K – – –
OWA
850
Opal Wealth Advisors
New York
$315K +$297K +1,291 New
32 33
34
35 36