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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
226
Institute for Wealth Management
Colorado
$2.2M
Prudential Financial
227
Prudential Financial
New Jersey
$2.17M -$1.59M -6,890 -43%
CIBC Private Wealth Group
228
CIBC Private Wealth Group
Georgia
$2.16M -$3.83M -16,587 -64%
TA
229
Trellis Advisors
Washington
$2.14M -$69.2K -300 -3%
X
230
Xponance
Pennsylvania
$2.12M +$789K +3,418 +61%
FNBOO
231
First National Bank of Omaha
Nebraska
$2.08M
FLPIM
232
F.L. Putnam Investment Management
Massachusetts
$2.08M -$73.6K -319 -3%
SA
233
SL Advisors
New Jersey
$2.04M +$7.16K +31 +0.4%
CFA
234
Cahill Financial Advisors
Minnesota
$1.95M +$6.92K +30 +0.4%
WPC
235
Wedmont Private Capital
Pennsylvania
$1.95M +$18.7K +81 +1%
AFAS
236
Acorn Financial Advisory Services
Virginia
$1.93M
PFPT
237
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.92M
IIM
238
Ironwood Investment Management
Massachusetts
$1.9M +$6.46K +28 +0.3%
WCA
239
Waypoint Capital Advisors
Minnesota
$1.82M
PA
240
Planning Alternatives
Michigan
$1.78M
SBH
241
Segall Bryant & Hamill
Illinois
$1.76M -$1.75M -7,595 -50%
RB
242
Renasant Bank
Mississippi
$1.72M +$1.69M +7,326 New
FTUS
243
Flow Traders U.S.
New York
$1.71M -$11.5M -49,881 -87%
FG
244
Foster Group
Iowa
$1.69M +$324K +1,402 +24%
MWM
245
Modera Wealth Management
New Jersey
$1.68M -$115K -497 -7%
HFS
246
Heritage Financial Services
Massachusetts
$1.66M +$1.85K +8 +0.1%
SPC
247
Sigma Planning Corp
Michigan
$1.64M -$26.1K -113 -2%
OFG
248
Oxford Financial Group
Indiana
$1.63M +$8.77K +38 +0.6%
FH
249
FWG Holdings
Florida
$1.63M -$445K -1,930 -22%
IAS
250
IMA Advisory Services
Colorado
$1.61M