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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
326
Atria Investments
North Carolina
$237K +$241K +2,045 New
IAA
327
Ironsides Asset Advisors
North Carolina
$235K
DWM
328
Destination Wealth Management
California
$235K +$239K +2,025 New
CNFG
329
Creegan & Nassoura Financial Group
New Hampshire
$232K
LBC
330
Lawrence B. Cohen
$232K
OCM
331
One Capital Management
California
$231K +$118 +1 +0.1%
BHIA
332
Birch Hill Investment Advisors
Massachusetts
$228K
Franklin Resources
333
Franklin Resources
California
$226K -$67.2K -570 -23%
OFS
334
Orrstown Financial Services
Pennsylvania
$226K +$8.49K +72 +4%
BA
335
BKS Advisors
Michigan
$225K +$229K +1,941 New
Thrivent Financial for Lutherans
336
Thrivent Financial for Lutherans
Minnesota
$213K
WSFS
337
Wilmington Savings Fund Society
Delaware
$212K +$216K +1,828 New
DC
338
Davenport & Co
Virginia
$207K +$210K +1,783 New
NCM
339
Northside Capital Management
Oregon
$201K -$58.4K -495 -22%
PFO
340
Pathstone Family Office
New Jersey
$196K -$712K -6,041 -78%
AIC
341
Ayalon Insurance Company
Israel
$175K
FANJ
342
Financial Architects (New Jersey)
New Jersey
$167K
IP
343
Isthmus Partners
Wisconsin
$156K
BBHC
344
Brown Brothers Harriman & Co
New York
$147K
JIC
345
Joel Isaacson & Co
New York
$142K
SF
346
Synovus Financial
Georgia
$142K +$61.8K +524 +75%
CMO
347
Covenant Multifamily Offices
Texas
$132K
CTC
348
Central Trust Company
Missouri
$130K +$15.4K +131 +13%
BEAM
349
Baker Ellis Asset Management
Washington
$127K
LWA
350
Lenox Wealth Advisors
New York
$127K