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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
276
Legacy Financial Advisors
Kentucky
$800K +$791K +4,090 New
FAAS
277
First Allied Advisory Services
California
$792K -$23K -119 -3%
VCP
278
Vista Capital Partners
Oregon
$788K – – –
BPB
279
Badgley, Phelps & Bell
Washington
$778K +$31.5K +163 +4%
OMIC
280
Old Mission Investment Co
Michigan
$775K – – –
DADC
281
D.A. Davidson & Co
Montana
$766K -$58.4K -302 -7%
PFA
282
Pure Financial Advisors
California
$765K -$39.1K -202 -5%
SWM
283
Shakespeare Wealth Management
Wisconsin
$762K – – –
LBC
284
Lowe Brockenbrough & Co
Virginia
$756K – – –
FNC
285
First National Corp
Massachusetts
$752K – – –
BAM
286
Beaumont Asset Management
Texas
$747K -$73.5K -380 -9%
FCI
287
Financial Counselors Inc
Kansas
$731K – – –
XF
288
XML Financial
Maryland
$729K -$27.1K -140 -4%
CWM
289
Circle Wealth Management
New Jersey
$717K – – –
CAL
290
Capital Analysts LLC
Pennsylvania
$714K – – –
FWM
291
Fairhaven Wealth Management
Illinois
$713K – – –
AF
292
Advisornet Financial
Minnesota
$701K -$416K -2,151 -38%
PI
293
Parkside Investments
Illinois
$692K -$72.6K -375 -10%
C
294
Certuity
Florida
$689K – – –
SFO
295
Stokes Family Office
Louisiana
$685K – – –
Mercer Global Advisors
296
Mercer Global Advisors
Colorado
$681K +$674K +3,481 New
CFC
297
Coyle Financial Counsel
Illinois
$671K – – –
5L
298
55I LLC
Massachusetts
$668K -$304K -1,570 -32%
CCFM
299
Clear Creek Financial Management
Washington
$664K +$656K +3,390 New
BAM
300
Berkshire Asset Management
Pennsylvania
$656K +$96.7K +500 +18%