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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
226
HL Financial Services
Kentucky
$248K
BTS
227
BB&T Securities
Virginia
$248K +$15.1K +120 +6%
WA
228
WBH Advisory
Maryland
$239K -$5.79K -46 -2%
CL
229
Choreo LLC
Illinois
$236K
MAS
230
Madden Advisory Services
Florida
$229K
MCM
231
Manchester Capital Management
Vermont
$228K
SCM
232
Symons Capital Management
Pennsylvania
$228K +$25.2K +200 +12%
FM
233
Forward Management
California
$223K +$227K +1,800 New
TSS
234
Two Sigma Securities
New York
$218K -$496K -3,939 -69%
FPCG
235
Fort Pitt Capital Group
Pennsylvania
$218K
Brown Advisory
236
Brown Advisory
Maryland
$218K +$222K +1,761 New
HA
237
Harfst & Associates
Wyoming
$215K +$218K +1,735 New
BOS
238
Bingham Osborn & Scarborough
California
$202K
EWM
239
Evercore Wealth Management
New York
$198K
VIA
240
Vantage Investment Advisors
Pennsylvania
$190K -$193K -1,529 -50%
ASN
241
Advisory Services Network
Georgia
$156K +$36.8K +292 +30%
BWA
242
Burt Wealth Advisors
Maryland
$149K +$151K +1,200 New
BIM
243
BlackRock Investment Management
Delaware
$144K
MFS
244
MSI Financial Services
Massachusetts
$118K -$38.4K -305 -24%
PO
245
Private Ocean
California
$103K +$252 +2 +0.2%
TIM
246
Tortoise Investment Management
New York
$99K
AIM
247
Advantage Investment Management
Iowa
$98K +$38.8K +308 +64%
WEC
248
Winslow Evans & Crocker
Massachusetts
$88K
AC
249
Alexandria Capital
Virginia
$85K
DADC
250
D.A. Davidson & Co
Montana
$77K -$31.5K -250 -29%