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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IIC
451
Integrated Investment Consultants
Michigan
$201K
EWA
452
EP Wealth Advisors
California
$201K +$197K +1,435 New
IP
453
Isthmus Partners
Wisconsin
$185K
PFGIA
454
Patriot Financial Group Insurance Agency
Massachusetts
$184K +$37.3K +272 +26%
CFA
455
Carroll Financial Associates
North Carolina
$183K
BC
456
Bartlett & Co
Ohio
$163K -$4.8K -35 -3%
OIA
457
OneDigital Investment Advisors
Kansas
$163K +$823 +6 +0.5%
SAC
458
Smith Affiliated Capital
New York
$159K
CG
459
Cutler Group
California
$159K -$173K -1,259 -52%
LWA
460
Lenox Wealth Advisors
New York
$153K
LC
461
Landaas & Company
Wisconsin
$153K +$150K +1,093 New
Carson Wealth (CWM LLC)
462
Carson Wealth (CWM LLC)
Nebraska
$148K
VIA
463
Vantage Investment Advisors
Pennsylvania
$146K
PRS
464
Pinkerton Retirement Specialists
Idaho
$141K
DPA
465
Delphi Private Advisors
California
$134K
MFW
466
Mosaic Family Wealth
Missouri
$133K
WB
467
Webster Bank
Connecticut
$128K
TF
468
Tompkins Financial
New York
$122K
Lazard Asset Management
469
Lazard Asset Management
New York
$120K
Bessemer Group
470
Bessemer Group
New Jersey
$118K
RWA
471
Ropes Wealth Advisors
Massachusetts
$114K
AAP
472
Arax Advisory Partners
Colorado
$105K
NSB
473
Norway Savings Bank
Maine
$105K
CCM
474
Cribstone Capital Management
Maine
$100K
PK
475
Pflug Koory
Nebraska
$98K