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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
126
Boston Financial Management
Massachusetts
$15.7M +$2.01M +9,171 +13%
SI
127
Stephens Inc
Arkansas
$15.7M +$16.9K +77 +0.1%
LNWTC
128
Laird Norton Wetherby Trust Company
Washington
$15.7M – – –
FNBT
129
FineMark National Bank & Trust
Florida
$15.7M -$467K -2,130 -3%
HNB
130
Huntington National Bank
Ohio
$15.4M – – –
PCMK
131
Paragon Capital Management (Kansas)
Kansas
$15.3M -$106K -484 -0.6%
XF
132
XML Financial
Maryland
$14.9M -$25.7K -117 -0.2%
SPWG
133
Sage Private Wealth Group
Illinois
$14.9M -$432K -1,972 -3%
JFGIW
134
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.9M -$632K -2,881 -4%
DAS
135
Dynamic Advisor Solutions
Arizona
$14.8M +$801K +3,653 +5%
AIM
136
Allen Investment Management
New York
$14.8M +$15.2M +69,203 +1,202%
AL
137
Aspiriant LLC
California
$14.6M -$2.24M -10,225 -12%
RMDI
138
R.M. Davis Inc
Maine
$14.6M +$379K +1,726 +2%
WAP
139
Wealthcare Advisory Partners
Pennsylvania
$14.3M +$15.5M +70,840 +3,780%
APW
140
Austin Private Wealth
Texas
$14.3M -$463K -2,112 -3%
RWM
141
Raffa Wealth Management
District of Columbia
$14.2M – – –
P
142
Pitcairn
Pennsylvania
$13.4M -$2.28M -10,379 -13%
TCBWMS
143
Texas Capital Bank Wealth Management Services
Texas
$13M -$514K -2,344 -3%
TC
144
Trust Company
Kansas
$13M +$2.85M +12,984 +25%
AFA
145
American Financial Advisors
Georgia
$12.8M +$376K +1,714 +3%
AAS
146
Avantax Advisory Services
Texas
$12.8M -$205K -933 -1%
BCM
147
BTC Capital Management
Iowa
$12.6M -$270K -1,229 -2%
MCM
148
MAI Capital Management
Ohio
$12.6M +$2.41M +10,992 +21%
MWM
149
Modera Wealth Management
New Jersey
$12.6M -$220K -1,002 -2%
PO
150
Private Ocean
California
$12.5M -$10.1K -46 -0.1%
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