We are live on ! Find out more
IWB icon

iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LCOV
151
London Company of Virginia
Virginia
$12.3M +$10.7M +50,376 +629%
AA
152
Auxano Advisors
Washington
$12.2M -$39.2K -185 -0.3%
HIG
153
Heritage Investment Group
Florida
$12.1M +$944K +4,460 +8%
DAS
154
Dynamic Advisor Solutions
Arizona
$12M -$3.85M -18,198 -24%
GT
155
Glenmede Trust
Pennsylvania
$12M +$1.35M +6,375 +13%
AAS
156
Avantax Advisory Services
Texas
$11.7M -$1.98M -9,338 -14%
TCBWMS
157
Texas Capital Bank Wealth Management Services
Texas
$11.6M -$2.33M -11,008 -17%
SAM
158
Silvercrest Asset Management
New York
$11.1M -$74.1K -350 -0.7%
CF
159
Copperwynd Financial
Arizona
$11M -$378K -1,787 -3%
TIM
160
Tortoise Investment Management
New York
$11M -$23.7K -112 -0.2%
BCI
161
Brinker Capital Investments
Pennsylvania
$11M +$1.59M +7,529 +17%
RP
162
Rice Partnership
Hawaii
$10.9M +$177K +838 +2%
Franklin Resources
163
Franklin Resources
California
$10.9M +$32.8K +155 +0.3%
EWM
164
Evercore Wealth Management
New York
$10.9M +$210K +990 +2%
PFO
165
Pathstone Family Office
New Jersey
$10.7M -$875K -4,134 -9%
GWS
166
Glassman Wealth Services
Virginia
$10.6M -$775K -3,660 -7%
JPG
167
Jordan Park Group
California
$10.6M -$2.28M -10,764 -18%
BWA
168
Bordeaux Wealth Advisors
California
$10.4M +$29.4K +139 +0.3%
SWM
169
Spire Wealth Management
Virginia
$10.2M +$7.09M +33,487 +220%
UCFA
170
United Capital Financial Advisors
Texas
$9.9M -$457K -2,160 -4%
JSL
171
JT Stratford LLC
Georgia
$9.87M -$520K -2,457 -5%
CRC
172
Curi RMB Capital
Illinois
$9.86M -$91.9K -434 -0.9%
MRWM
173
ML&R Wealth Management
Texas
$9.69M -$2.54K -12 -0%
Neuberger Berman Group
174
Neuberger Berman Group
New York
$9.66M -$2.08M -9,846 -18%
TFCP
175
Twin Focus Capital Partners
Massachusetts
$9.57M +$8.17M +38,575 +562%