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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ANTB
51
AMG National Trust Bank
Colorado
$69.1M +$120K +603 +0.2%
CG
52
Colony Group
Massachusetts
$68.9M +$1.76M +8,842 +3%
MLFP
53
MPS Loria Financial Planners
Illinois
$68.6M -$999K -5,007 -2%
KP
54
Keel Point
Alabama
$67.5M -$2.88M -14,447 -4%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$63.8M -$581K -2,909 -1%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$62.3M +$139K +694 +0.2%
FPTW
57
Franklin, Parlapiano, Turner & Welch
Texas
$60.4M -$2.69M -13,468 -5%
WC
58
Wealth CMT
New Jersey
$60.3M +$1.78M +8,922 +3%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$60.2M -$309K -1,546 -0.5%
PA
60
Parkside Advisors
California
$60.1M +$1.77M +8,870 +3%
BP
61
Ballentine Partners
Massachusetts
$59.2M -$151K -758 -0.3%
WAG
62
Winthrop Advisory Group
Massachusetts
$58.2M +$127K +635 +0.2%
LNWTC
63
Laird Norton Wetherby Trust Company
Washington
$52.3M +$49.2M +246,699 New
LSAG
64
Lake Street Advisors Group
New Hampshire
$51.8M -$417K -2,089 -0.8%
KIM
65
Karpus Investment Management
New York
$51.6M +$9.75M +48,872 +25%
MCWS
66
McKinley Carter Wealth Services
West Virginia
$51.5M -$6.4M -32,057 -12%
EH
67
Equitable Holdings
New York
$49.4M -$3.46M -17,337 -7%
WT
68
Washington Trust
Rhode Island
$48.5M -$491K -2,459 -1%
DC
69
Derby & Company
Massachusetts
$47.8M +$350K +1,752 +0.8%
CWM
70
Campbell Wealth Management
Virginia
$47.7M +$669K +3,351 +2%
JWA
71
JFS Wealth Advisors
Pennsylvania
$46.9M +$304K +1,523 +0.7%
ECG
72
EPIQ Capital Group
California
$45.2M -$1.68M -8,427 -4%
CCA
73
Column Capital Advisors
Indiana
$44.5M -$284K -1,421 -0.7%
RJA
74
Raymond James & Associates
Florida
$44.2M +$3.08M +15,434 +8%
FWIA
75
Fort Washington Investment Advisors
Ohio
$44.1M +$14.4M +72,346 +53%