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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
201
Pure Financial Advisors
California
$602K +$600K +6,695 New
LWI
202
Long Wharf Investors
Massachusetts
$584K +$581K +6,492 New
William Blair & Company
203
William Blair & Company
Illinois
$584K +$582K +6,494 New
CAMI
204
Concord Asset Management (Illinois)
Illinois
$576K +$573K +6,400 New
PFG
205
Pacific Financial Group
Washington
$576K +$574K +6,413 New
VF
206
Virtu Financial
New York
$571K +$573K +6,393 New
CS
207
Credit Suisse
Switzerland
$565K +$563K +6,285 New
AAS
208
Annex Advisory Services
Wisconsin
$562K +$560K +6,255 New
WF
209
Welch & Forbes
Massachusetts
$540K +$537K +6,000 New
SBCM
210
Silver Bridge Capital Management
Massachusetts
$529K +$527K +5,885 New
UBS AM
211
UBS AM
Illinois
$516K +$514K +5,740 New
FCI
212
Financial Counselors Inc
Kansas
$507K +$505K +5,637 New
AIM
213
Aspen Investment Management
Michigan
$507K +$505K +5,639 New
NEAM
214
New England Asset Management
Connecticut
$504K +$502K +5,600 New
BPBT
215
Boston Private Bank & Trust
Massachusetts
$495K +$493K +5,500 New
RBC
216
Ronald Blue & Co
Georgia
$485K +$483K +5,395 New
ICAS
217
Investors Capital Advisory Services
Massachusetts
$479K +$477K +5,327 New
GF
218
Gerstein Fisher
New York
$477K +$475K +5,305 New
LIM
219
Leavell Investment Management
Alabama
$450K +$448K +5,000 New
EK
220
Evensky & Katz
Florida
$450K +$449K +5,013 New
NPIT
221
National Penn Investors Trust
Pennsylvania
$436K +$434K +4,850 New
RC
222
RegentAtlantic Capital
New Jersey
$430K +$428K +4,780 New
VCM
223
Vision Capital Management
Oregon
$427K +$425K +4,743 New
Deutsche Bank
224
Deutsche Bank
Germany
$425K +$424K +4,730 New
ST
225
Smithfield Trust
Pennsylvania
$420K +$418K +4,664 New
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