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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EVM
226
Eaton Vance Management
Massachusetts
$894K -$268K -1,672 -24%
SWRP
227
Summit Wealth & Retirement Planning
California
$893K +$3.21K +20 +0.4%
BBNA
228
Bremer Bank National Association
Minnesota
$866K +$802K +5,000 New
UB
229
UMB Bank
Missouri
$851K +$50.9K +317 +7%
IWM
230
IHT Wealth Management
Illinois
$850K
Neuberger Berman Group
231
Neuberger Berman Group
New York
$847K -$301K -1,875 -27%
HJA
232
Hugh Johnson Advisors
New York
$841K
ICMP
233
Integrated Capital Management (Pennsylvania)
Pennsylvania
$838K +$255K +1,587 +46%
OMC
234
Old Mission Capital
Illinois
$820K +$790K +4,920 New
MCM
235
Manchester Capital Management
Vermont
$811K +$781K +4,868 New
AIM
236
Allen Investment Management
New York
$801K +$15.7K +98 +2%
GLLW
237
Graves Light Lenhart Wealth
Virginia
$796K
CS
238
Comerica Securities
Michigan
$785K -$7.54K -47 -1%
PFA
239
Pure Financial Advisors
California
$783K
CTA
240
Chesley Taft & Associates
Illinois
$769K
PFS
241
Prospera Financial Services
Texas
$761K +$963 +6 +0.1%
MWP
242
MYCIO Wealth Partners
Pennsylvania
$756K +$2.57K +16 +0.4%
CPA
243
Court Place Advisors
Maryland
$746K +$1.12K +7 +0.2%
MA
244
MUFG Americas
New York
$740K
KeyBank National Association
245
KeyBank National Association
Ohio
$733K -$2.41K -15 -0.3%
AIA
246
Alera Investment Advisors
Illinois
$726K +$91.5K +570 +15%
CB
247
CNB Bank
Pennsylvania
$722K
HH
248
Hilltop Holdings
Texas
$720K +$199K +1,237 +40%
ADL
249
Asset Dedication LLC
California
$712K +$21.8K +136 +3%
WPA
250
West Paces Advisors
Georgia
$700K