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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
251
Berkshire Asset Management
Pennsylvania
$1.18M – – –
IWM
252
IHT Wealth Management
Illinois
$1.18M -$13.9K -53 -1%
IA
253
IFG Advisory
Georgia
$1.18M +$262 +1 +0%
CTA
254
Chesley Taft & Associates
Illinois
$1.17M – – –
Financial Engines Advisors
255
Financial Engines Advisors
California
$1.14M – – –
MA
256
MUFG Americas
New York
$1.13M – – –
MPCG
257
Matrix Private Capital Group
New York
$1.12M -$13.1K -50 -1%
AIA
258
Alera Investment Advisors
Illinois
$1.11M – – –
PGFC
259
Peapack-Gladstone Financial Corp
New Jersey
$1.1M -$17.3K -66 -2%
IFG
260
Independent Financial Group
California
$1.09M -$13.6K -52 -1%
FCI
261
Financial Counselors Inc
Kansas
$1.09M -$26.2K -100 -2%
PFS
262
Prospera Financial Services
Texas
$1.09M -$42.4K -162 -4%
HA
263
HC Advisors
Georgia
$1.09M – – –
SSWM
264
Smith Salley Wealth Management
North Carolina
$1.08M +$1.57K +6 +0.1%
ADL
265
Asset Dedication LLC
California
$1.07M – – –
FCBT
266
First Citizens Bank & Trust
North Carolina
$1.07M +$4.45K +17 +0.4%
PP
267
Prosperity Planning
Missouri
$1.04M -$34.3K -131 -3%
CPA
268
Court Place Advisors
Maryland
$1.04M +$1.57K +6 +0.1%
VCP
269
Vista Capital Partners
Oregon
$1.03M – – –
OMIC
270
Old Mission Investment Co
Michigan
$1.01M – – –
BTWM
271
Baker Tilly Wealth Management
Wisconsin
$989K -$2.73M -10,435 -73%
APG
272
Abacus Planning Group
South Carolina
$989K -$508K -1,942 -33%
IWMA
273
Ironwood Wealth Management (Arizona)
Arizona
$989K -$69.6K -266 -6%
CA
274
Crewe Advisors
Utah
$955K -$2.62K -10 -0.3%
CCT
275
Country Club Trust
Missouri
$947K -$260K -995 -21%