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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
51
McKinley Carter Wealth Services
West Virginia
$101M -$1.2M -3,965 -1%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$96.7M +$1.97M +6,505 +2%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$89.1M +$1.21M +4,005 +1%
Schroder Investment Management Group
54
Schroder Investment Management Group
United Kingdom
$82.8M -$3.32M -10,971 -4%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$82.4M +$667K +2,203 +0.8%
ANTB
56
AMG National Trust Bank
Colorado
$80.6M -$5.42M -17,894 -7%
WAG
57
Winthrop Advisory Group
Massachusetts
$79.1M -$456K -1,506 -0.6%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$75.7M -$215K -709 -0.3%
PA
59
Parkside Advisors
California
$72.6M +$310K +1,023 +0.4%
BFPW
60
BOK Financial Private Wealth
Colorado
$71.7M -$1.13M -3,734 -2%
BP
61
Ballentine Partners
Massachusetts
$71.7M -$1.05M -3,466 -1%
JWA
62
JFS Wealth Advisors
Pennsylvania
$68.6M -$1.62M -5,360 -2%
LSAG
63
Lake Street Advisors Group
New Hampshire
$67.2M +$15.7K +52 +0%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$65M +$658K +2,173 +1%
WT
65
Washington Trust
Rhode Island
$63.6M -$352K -1,162 -0.6%
Envestnet Portfolio Solutions
66
Envestnet Portfolio Solutions
Illinois
$63M -$295K -975 -0.5%
Stifel Financial
67
Stifel Financial
Missouri
$62.9M +$4.21M +13,901 +7%
ECG
68
EPIQ Capital Group
California
$62M +$2.27M +7,480 +4%
FA
69
Fountainhead AM
New Jersey
$58.8M -$2.6M -8,595 -4%
RJA
70
Raymond James & Associates
Florida
$58.2M +$2.62M +8,650 +5%
EA
71
Enclave Advisors
Texas
$56.3M +$54.3M +179,205 New
JPG
72
Jordan Park Group
California
$56.3M -$555K -1,833 -1%
BJL
73
Brighton Jones LLC
Washington
$55.5M -$1.22M -4,032 -2%
Bank of New York Mellon
74
Bank of New York Mellon
New York
$54.5M -$651K -2,150 -1%
Kovitz Investment Group Partners
75
Kovitz Investment Group Partners
Illinois
$52.6M +$2.77M +9,147 +5%