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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
51
Schroder Investment Management Group
United Kingdom
$99.4M -$23.1M -84,211 -20%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$87M -$1.89M -6,882 -2%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$82.5M -$1.2M -4,368 -2%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$78.6M +$49.8M +181,531 +199%
ANTB
55
AMG National Trust Bank
Colorado
$74.5M -$663K -2,419 -0.9%
WAG
56
Winthrop Advisory Group
Massachusetts
$73.4M +$55.6M +203,000 +392%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$69.8M -$1.5M -5,489 -2%
BFPW
58
BOK Financial Private Wealth
Colorado
$67.7M -$1.95M -7,131 -3%
BP
59
Ballentine Partners
Massachusetts
$67.2M +$319K +1,165 +0.5%
JWA
60
JFS Wealth Advisors
Pennsylvania
$65.1M -$1.63M -5,947 -3%
PA
61
Parkside Advisors
California
$65.1M -$552K -2,013 -0.9%
MCWS
62
McKinley Carter Wealth Services
West Virginia
$64.4M +$791K +2,887 +1%
Two Sigma Investments
63
Two Sigma Investments
New York
$62.2M -$1.23M -4,500 -2%
LSAG
64
Lake Street Advisors Group
New Hampshire
$61.5M -$76.7K -280 -0.1%
WT
65
Washington Trust
Rhode Island
$59.8M -$2.12M -7,735 -4%
FA
66
Fountainhead AM
New Jersey
$59.2M +$499K +1,822 +0.9%
Envestnet Portfolio Solutions
67
Envestnet Portfolio Solutions
Illinois
$58.2M -$10.7M -38,974 -16%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$56.6M +$1.52M +5,557 +3%
ECG
69
EPIQ Capital Group
California
$55.3M +$1.57M +5,732 +3%
Bank of New York Mellon
70
Bank of New York Mellon
New York
$53.4M -$2.58M -9,417 -5%
Stifel Financial
71
Stifel Financial
Missouri
$52.5M +$1.56M +5,697 +3%
BJL
72
Brighton Jones LLC
Washington
$52.3M -$222K -809 -0.4%
JPG
73
Jordan Park Group
California
$50.6M +$8.16M +29,765 +20%
RJA
74
Raymond James & Associates
Florida
$48.3M -$14.5M -53,072 -24%
Corient Private Wealth
75
Corient Private Wealth
Florida
$47.7M -$120K -438 -0.3%