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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MLFP
51
MPS Loria Financial Planners
Illinois
$122M -$2.06M -6,367 -2%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$122M -$1.29M -3,982 -1%
AIA
53
Arbor Investment Advisors
North Carolina
$111M -$1.52M -4,685 -1%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$109M +$10.3M +31,790 +10%
WA
55
Waverly Advisors
Alabama
$108M -$604K -1,866 -0.6%
MCWS
56
McKinley Carter Wealth Services
West Virginia
$99.9M -$3.21M -9,908 -3%
Brown Advisory
57
Brown Advisory
Maryland
$93.6M +$49.1M +151,445 +109%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$93.2M +$1.62M +4,987 +2%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$89.3M +$4.93M +15,227 +6%
ANTB
60
AMG National Trust Bank
Colorado
$80.8M -$2.12M -6,555 -3%
WAG
61
Winthrop Advisory Group
Massachusetts
$80.7M -$433K -1,336 -0.5%
Stifel Financial
62
Stifel Financial
Missouri
$79.7M +$15.3M +47,136 +24%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$77M -$584K -1,803 -0.7%
PA
64
Parkside Advisors
California
$73.9M -$494K -1,525 -0.7%
Envestnet Portfolio Solutions
65
Envestnet Portfolio Solutions
Illinois
$73.5M +$8.94M +27,608 +14%
BP
66
Ballentine Partners
Massachusetts
$72.5M -$960K -2,964 -1%
BFPW
67
BOK Financial Private Wealth
Colorado
$72.3M -$1.19M -3,660 -2%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$69.8M +$3.24M +9,993 +5%
JWA
69
JFS Wealth Advisors
Pennsylvania
$69.3M -$998K -3,082 -1%
LSAG
70
Lake Street Advisors Group
New Hampshire
$68.8M +$324 +1 +0%
Schroder Investment Management Group
71
Schroder Investment Management Group
United Kingdom
$67.9M -$17.6M -54,263 -21%
CB
72
Commerce Bank
Missouri
$65.7M +$24.4M +75,187 +58%
ECG
73
EPIQ Capital Group
California
$65.4M +$1.88M +5,815 +3%
WT
74
Washington Trust
Rhode Island
$64.1M -$1.05M -3,253 -2%
Kovitz Investment Group Partners
75
Kovitz Investment Group Partners
Illinois
$61M -$1.47M -4,550 -2%