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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NHC
426
Nicholas Hoffman & Company
Georgia
$231K +$907 +7 +0.4%
HTHT
427
Hemenway Trust Hemenway Trust
New Hampshire
$230K -$64.8K -500 -22%
NCM
428
Northside Capital Management
Oregon
$228K
TTWM
429
TCV Trust & Wealth Management
Virginia
$223K
CCP
430
Corient Capital Partners
California
$222K +$518 +4 +0.2%
IFAM
431
Institutional & Family Asset Management
Colorado
$219K -$103K -798 -32%
WB
432
WesBanco Bank
West Virginia
$218K +$130 +1 +0.1%
MWM
433
Mission Wealth Management
California
$217K +$214K +1,652 New
MIFH
434
Migdal Insurance & Financial Holdings
Israel
$209K -$18.6K -144 -8%
FANJ
435
Financial Architects (New Jersey)
New Jersey
$209K +$25.3K +195 +14%
CC
436
Callan Capital
California
$208K +$205K +1,581 New
HB
437
Homrich & Berg
Georgia
$206K +$203K +1,571 New
MGIA
438
Moneta Group Investment Advisors
Missouri
$204K -$49.2K -380 -20%
CC
439
Cadinha & Co
Hawaii
$203K +$200K +1,545 New
Thrivent Financial for Lutherans
440
Thrivent Financial for Lutherans
Minnesota
$194K
IIC
441
Integrated Investment Consultants
Michigan
$189K -$73K -564 -28%
IP
442
Isthmus Partners
Wisconsin
$173K
CFA
443
Carroll Financial Associates
North Carolina
$169K +$5.18K +40 +3%
BC
444
Bartlett & Co
Ohio
$162K
CTC
445
Central Trust Company
Missouri
$159K
GRP
446
Global Retirement Partners
California
$156K -$32.8K -253 -18%
LWA
447
Lenox Wealth Advisors
New York
$144K
Carson Wealth (CWM LLC)
448
Carson Wealth (CWM LLC)
Nebraska
$139K +$22.3K +172 +19%
VIA
449
Vantage Investment Advisors
Pennsylvania
$137K
PRS
450
Pinkerton Retirement Specialists
Idaho
$131K +$130K +1,000 New