We are live on ! Find out more
IWB icon

iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
126
Parker Investment Management
California
$18.4M – – –
OCG
127
Opus Capital Group
Ohio
$17.8M -$367K -1,624 -2%
AL
128
Aspiriant LLC
California
$17.5M +$1.61M +7,126 +9%
PAG
129
Private Advisor Group
New Jersey
$17.3M -$1.23M -5,451 -6%
FNBT
130
FineMark National Bank & Trust
Florida
$17M -$190K -839 -1%
AC
131
Avestar Capital
New York
$16.6M -$346K -1,532 -2%
LNWTC
132
Laird Norton Wetherby Trust Company
Washington
$16.6M -$26.6M -117,657 -60%
SI
133
Stephens Inc
Arkansas
$16.6M -$2.84M -12,549 -14%
HNB
134
Huntington National Bank
Ohio
$16.4M – – –
AWM
135
Act Wealth Management
Texas
$16.2M +$369K +1,633 +2%
P
136
Pitcairn
Pennsylvania
$16.2M -$90.2K -399 -0.5%
PCMK
137
Paragon Capital Management (Kansas)
Kansas
$16.2M -$218K -964 -1%
JFGIW
138
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.1M +$939K +4,157 +6%
SPWG
139
Sage Private Wealth Group
Illinois
$16.1M -$670K -2,964 -4%
XF
140
XML Financial
Maryland
$15.7M -$352K -1,557 -2%
APW
141
Austin Private Wealth
Texas
$15.5M -$386K -1,706 -2%
CAN
142
Cetera Advisor Networks
California
$15.2M +$1.63M +7,222 +11%
RMDI
143
R.M. Davis Inc
Maine
$15M +$82.9K +367 +0.5%
RWM
144
Raffa Wealth Management
District of Columbia
$15M +$8.16M +36,089 +100%
DAS
145
Dynamic Advisor Solutions
Arizona
$14.8M +$2.53M +11,189 +19%
BFM
146
Boston Financial Management
Massachusetts
$14.7M +$608K +2,689 +4%
BFA
147
Brown Financial Advisory
Alabama
$14.5M -$934K -4,131 -6%
TCBWMS
148
Texas Capital Bank Wealth Management Services
Texas
$14.2M +$384K +1,700 +3%
SFA
149
Sequoia Financial Advisors
Ohio
$14M -$812K -3,592 -5%
AAS
150
Avantax Advisory Services
Texas
$13.6M +$1.15M +5,081 +8%
4 5
6
7 8