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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
51
BT Wealth Management
Georgia
$55.6M -$1.67M -10,336 -3%
CG
52
Colony Group
Massachusetts
$55.6M +$2.14M +13,204 +4%
FPTW
53
Franklin, Parlapiano, Turner & Welch
Texas
$53.9M -$1.75M -10,811 -3%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$53.5M -$15M -92,868 -23%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$51M -$295K -1,826 -0.6%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$50.4M -$5.37M -33,163 -10%
WC
57
Wealth CMT
New Jersey
$49.7M -$792K -4,896 -2%
BP
58
Ballentine Partners
Massachusetts
$48.2M -$619K -3,825 -1%
WAG
59
Winthrop Advisory Group
Massachusetts
$47.7M +$504K +3,118 +1%
PA
60
Parkside Advisors
California
$45.3M +$1.92M +11,841 +5%
EH
61
Equitable Holdings
New York
$44.1M -$687K -4,249 -2%
LSAG
62
Lake Street Advisors Group
New Hampshire
$42.6M +$81.1K +501 +0.2%
GFPC
63
Global Financial Private Capital
Florida
$40.9M -$2.3M -14,209 -6%
WT
64
Washington Trust
Rhode Island
$39.6M -$538K -3,324 -1%
ECG
65
EPIQ Capital Group
California
$38.9M -$721K -4,455 -2%
RCIM
66
Red Cedar Investment Management
Michigan
$38.5M +$36.2M +224,031 New
JWA
67
JFS Wealth Advisors
Pennsylvania
$38.4M +$3.72M +22,974 +11%
DC
68
Derby & Company
Massachusetts
$38.3M -$964K -5,957 -3%
DIP
69
DT Investment Partners
Pennsylvania
$37.7M -$346K -2,140 -1%
CWM
70
Campbell Wealth Management
Virginia
$37.5M +$5.23M +32,297 +17%
CCA
71
Column Capital Advisors
Indiana
$37.1M -$1.28M -7,893 -4%
Citigroup
72
Citigroup
New York
$36.4M +$23.9M +147,541 +229%
BJL
73
Brighton Jones LLC
Washington
$36.4M +$630K +3,892 +2%
TC
74
Telemus Capital
Michigan
$35.9M -$774K -4,781 -2%
EB
75
Eastern Bank
Massachusetts
$35.4M +$33.4M +206,197 New