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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1051
Lakewood Asset Management
Illinois
$17K +$17.1K +81 New
FM
1052
Family Management
New York
$15.8K +$15.9K +75 New
BWM
1053
Baystate Wealth Management
Massachusetts
$15K – – –
YAL
1054
Your Advocates Ltd
Texas
$14.5K – – –
AWM
1055
AllSquare Wealth Management
New York
$13.9K – – –
LWANC
1056
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.7K – – –
CT
1057
Caldwell Trust
Florida
$13.3K -$46.1K -218 -78%
PIP
1058
Peachtree Investment Partners
Florida
$12.6K – – –
FDCDDQ
1059
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.5K – – –
MWM
1060
MinichMacGregor Wealth Management
New York
$10.3K +$10.4K +49 New
CT
1061
Colonial Trust
South Carolina
$10.1K – – –
KFS
1062
Kelly Financial Services
Massachusetts
$10.1K – – –
DAC
1063
Dividend Assets Capital
South Carolina
$10K – – –
GI
1064
Gradient Investments
Minnesota
$9.26K – – –
BSB
1065
Bangor Savings Bank
Maine
$8K – – –
IWP
1066
IAG Wealth Partners
Wisconsin
$7.79K – – –
PPC
1067
Park Place Capital
Alabama
$7K +$6.99K +33 New
AIA
1068
Angeles Investment Advisors
California
$6.74K – – –
SC
1069
Steph & Co
Wisconsin
$6K – – –
MHR
1070
Matthew Hamilton Rosenberg
$5.47K – – –
PSB
1071
Piscataqua Savings Bank
New Hampshire
$5.26K – – –
WWP
1072
WR Wealth Planners
Missouri
$4.07K – – –
NFSG
1073
Newbridge Financial Services Group
Florida
$3.42K – – –
LOIP
1074
Live Oak Investment Partners
Texas
$2.31K – – –
HCP
1075
Hexagon Capital Partners
Arkansas
$2.1K – – –
41 42
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