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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YWP
526
YorkBridge Wealth Partners
New York
$714K +$103K +516 +18%
AIA
527
Alera Investment Advisors
Illinois
$712K +$26.1K +131 +4%
PAM
528
Palisade Asset Management
Minnesota
$710K -$16K -80 -2%
LPT
529
Legacy Private Trust
Wisconsin
$707K +$113K +567 +20%
RA
530
RFG Advisory
Alabama
$706K -$10.6K -53 -2%
SWP
531
Strategic Wealth Partners
Ohio
$704K -$11.6K -58 -2%
EI
532
Ellevest Inc
New York
$698K
CA
533
Cortland Associates
Missouri
$694K
CCG
534
Cypress Capital Group
Florida
$693K -$4.39K -22 -0.7%
ST
535
Spinnaker Trust
Maine
$691K -$28.1K -141 -4%
BOPW
536
Brandywine Oak Private Wealth
Pennsylvania
$689K
HPC
537
Hobart Private Capital
North Carolina
$686K -$413K -2,069 -39%
CTB
538
Country Trust Bank
Illinois
$686K
BTW
539
Boston Trust Walden
Massachusetts
$685K
MWA
540
Meridian Wealth Advisors
Texas
$681K
CAM
541
Cozad Asset Management
Illinois
$680K
TI
542
Truepoint Inc
Ohio
$677K +$638K +3,197 New
AWC
543
Abundance Wealth Counselors
Pennsylvania
$673K
BL
544
Balentine LLC
Georgia
$669K -$200 -1 -0%
WPC
545
Waters Parkerson & Co
Louisiana
$667K
OC
546
Oppenheimer & Co
New York
$663K -$2.6K -13 -0.4%
BG
547
Bollard Group
Massachusetts
$663K
Rockefeller Capital Management
548
Rockefeller Capital Management
New York
$662K +$238K +1,190 +61%
CSIC
549
Clifford Swan Investment Counsel
California
$659K +$33.9K +170 +6%
PWPS
550
Pinnacle Wealth Planning Services
Ohio
$648K -$5.59K -28 -0.9%