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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
451
Global Retirement Partners
California
$181K +$20K +150 +13%
IP
452
Isthmus Partners
Wisconsin
$178K
CFA
453
Carroll Financial Associates
North Carolina
$174K
BC
454
Bartlett & Co
Ohio
$162K -$4.67K -35 -3%
OIA
455
OneDigital Investment Advisors
Kansas
$157K +$155K +1,159 New
LWA
456
Lenox Wealth Advisors
New York
$148K
Carson Wealth (CWM LLC)
457
Carson Wealth (CWM LLC)
Nebraska
$143K
VIA
458
Vantage Investment Advisors
Pennsylvania
$141K
PFGIA
459
Patriot Financial Group Insurance Agency
Massachusetts
$139K +$65.3K +489 +91%
PRS
460
Pinkerton Retirement Specialists
Idaho
$135K
DPA
461
Delphi Private Advisors
California
$130K
MFW
462
Mosaic Family Wealth
Missouri
$129K
WB
463
Webster Bank
Connecticut
$124K
TF
464
Tompkins Financial
New York
$118K
Lazard Asset Management
465
Lazard Asset Management
New York
$117K
Bessemer Group
466
Bessemer Group
New Jersey
$114K
NFG
467
Next Financial Group
Texas
$114K +$47.5K +356 +74%
RWA
468
Ropes Wealth Advisors
Massachusetts
$110K
AAP
469
Arax Advisory Partners
Colorado
$102K
NSB
470
Norway Savings Bank
Maine
$101K
CCM
471
Cribstone Capital Management
Maine
$97K
PK
472
Pflug Koory
Nebraska
$95K
CAL
473
Capital Analysts LLC
Pennsylvania
$94.3K +$93K +697 New
LIA
474
LS Investment Advisors
Michigan
$94K
BCM
475
Blume Capital Management
California
$85K