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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
126
Sage Private Wealth Group
Illinois
$20.5M +$66.4K +267 +0.3%
FNBT
127
FineMark National Bank & Trust
Florida
$20.3M -$531K -2,137 -2%
CCM
128
Coldstream Capital Management
Washington
$19.6M +$2.57M +10,353 +12%
PCMK
129
Paragon Capital Management (Kansas)
Kansas
$19.6M -$391K -1,573 -2%
APW
130
Austin Private Wealth
Texas
$19.6M -$120K -481 -0.6%
CA
131
Centerpoint Advisors
Massachusetts
$19.3M +$327K +1,317 +2%
XF
132
XML Financial
Maryland
$19M +$80.5K +324 +0.4%
AL
133
Aspiriant LLC
California
$19M -$85.3K -343 -0.4%
JFGIW
134
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18.9M -$690K -2,775 -3%
BFA
135
Brown Financial Advisory
Alabama
$18.6M -$253K -1,018 -1%
AC
136
Avestar Capital
New York
$18.5M +$825K +3,317 +5%
RWM
137
Raffa Wealth Management
District of Columbia
$18.4M – – –
MWM
138
Modera Wealth Management
New Jersey
$18.2M +$438K +1,760 +2%
HC
139
Hatton Consulting
Arizona
$17.8M +$2.48M +9,958 +16%
WWA
140
WC Walker & Associates
California
$17.3M +$756K +3,042 +4%
BCM
141
BTC Capital Management
Iowa
$17.1M -$848K -3,413 -5%
MA
142
Montag & Associates
Georgia
$17M +$86K +346 +0.5%
PO
143
Private Ocean
California
$16.8M -$59.9K -241 -0.3%
CAN
144
Cetera Advisor Networks
California
$16.5M +$576K +2,318 +4%
TCBWMS
145
Texas Capital Bank Wealth Management Services
Texas
$16.3M +$173K +695 +1%
ACM
146
Atlanta Capital Management
Georgia
$16.3M +$13.3M +53,473 +386%
BSW
147
Buckingham Strategic Wealth
Missouri
$16M -$117K -470 -0.7%
CF
148
Copperwynd Financial
Arizona
$15.7M +$408K +1,642 +3%
EHPM
149
Emery Howard Portfolio Management
California
$15M +$708K +2,849 +5%
RMDI
150
R.M. Davis Inc
Maine
$14.9M +$405K +1,628 +3%
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