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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
226
Modera Wealth Management
New Jersey
$1.44M +$18.1K +86 +1%
SPFA
227
Summit Place Financial Advisors
New Jersey
$1.42M -$90.9K -433 -6%
CFN
228
Cordasco Financial Network
Florida
$1.42M -$9.24K -44 -0.7%
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$1.4M
AC
230
Apella Capital
Connecticut
$1.4M -$177K -845 -12%
HF
231
HRT Financial
New York
$1.39M -$60.6M -288,642 -98%
OFG
232
Oxford Financial Group
Indiana
$1.38M
NPF
233
Norris Perne & French
Michigan
$1.38M
LWA
234
Lowe Wealth Advisors
Maryland
$1.37M -$21K -100 -2%
MFT
235
Moisand Fitzgerald Tamayo
Florida
$1.37M -$5.04K -24 -0.4%
CCMG
236
Clark Capital Management Group
Pennsylvania
$1.36M +$1.28M +6,088 New
FCM
237
Firestone Capital Management
Florida
$1.36M -$210 -1 -0%
Kayne Anderson Rudnick Investment Management
238
Kayne Anderson Rudnick Investment Management
California
$1.34M -$13.9K -66 -1%
CIC
239
Cornercap Investment Counsel
Georgia
$1.33M
IBOK
240
Independence Bank of Kentucky
Kentucky
$1.32M +$61.1K +291 +5%
FCBT
241
First Citizens Bank & Trust
North Carolina
$1.32M -$29.6K -141 -2%
APG
242
Abacus Planning Group
South Carolina
$1.3M -$109K -518 -8%
MWPCG
243
Measured Wealth Private Client Group
New Hampshire
$1.28M
LIG
244
Lokken Investment Group
Delaware
$1.28M +$1.2M +5,730 New
RIM
245
Rockbridge Investment Management
New York
$1.25M -$1.05K -5 -0.1%
PFS
246
Prospera Financial Services
Texas
$1.25M +$109K +517 +10%
BFPW
247
BOK Financial Private Wealth
Colorado
$1.24M -$9.45K -45 -0.8%
CFA
248
Capstone Financial Advisors
Illinois
$1.22M +$680K +3,239 +147%
EVM
249
Eaton Vance Management
Massachusetts
$1.21M -$4.2K -20 -0.4%
ADL
250
Asset Dedication LLC
California
$1.19M +$466K +2,221 +72%