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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
226
Modera Wealth Management
New Jersey
$1.65M
PCIG
227
Partners Capital Investment Group
Massachusetts
$1.64M
WA
228
Wealth Architects
California
$1.63M
SPC
229
Sigma Planning Corp
Michigan
$1.62M +$245K +984 +18%
CFN
230
Cordasco Financial Network
Florida
$1.62M -$29.2K -117 -2%
HF
231
HRT Financial
New York
$1.61M -$121K -485 -7%
AC
232
Apella Capital
Connecticut
$1.6M
CTC
233
Central Trust Company
Missouri
$1.59M -$37.1K -149 -2%
SPFA
234
Summit Place Financial Advisors
New Jersey
$1.57M
TFCP
235
Twin Focus Capital Partners
Massachusetts
$1.57M +$224K +900 +17%
MFT
236
Moisand Fitzgerald Tamayo
Florida
$1.56M -$5.48K -22 -0.4%
RIM
237
Rockbridge Investment Management
New York
$1.56M +$143K +575 +10%
AAMC
238
Asset Allocation & Management Company
Illinois
$1.54M +$1.5M +6,021 New
APG
239
Abacus Planning Group
South Carolina
$1.49M
Kayne Anderson Rudnick Investment Management
240
Kayne Anderson Rudnick Investment Management
California
$1.49M -$13K -52 -0.9%
LIG
241
Lokken Investment Group
Delaware
$1.48M +$26.2K +105 +2%
FCM
242
Firestone Capital Management
Florida
$1.44M -$2.99K -12 -0.2%
E
243
Ergoteles
New York
$1.43M +$1.39M +5,574 New
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$1.4M
EVM
245
Eaton Vance Management
Massachusetts
$1.4M +$8.72K +35 +0.6%
SC
246
Savant Capital
Illinois
$1.36M -$1.75K -7 -0.1%
LWA
247
Lowe Wealth Advisors
Maryland
$1.34M -$24.9K -100 -2%
NEPWA
248
New England Private Wealth Advisors
Massachusetts
$1.34M +$999K +4,006 +329%
MA
249
Mutual Advisors
Nebraska
$1.32M -$19.7K -79 -2%
EPP
250
ETF Portfolio Partners
Kansas
$1.31M +$9.97K +40 +0.8%