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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
276
Berkshire Asset Management
Pennsylvania
$917K – – –
PFA
277
Pure Financial Advisors
California
$912K -$4.41K -19 -0.5%
5L
278
55I LLC
Massachusetts
$894K +$89.9K +387 +11%
CA
279
Crewe Advisors
Utah
$891K -$17.2K -74 -2%
HB
280
Homrich & Berg
Georgia
$891K +$54.6K +235 +7%
BAM
281
Beaumont Asset Management
Texas
$885K -$20.9K -90 -2%
EWM
282
Evercore Wealth Management
New York
$876K – – –
CS
283
Comerica Securities
Michigan
$873K -$103K -443 -11%
CWM
284
Circle Wealth Management
New Jersey
$869K – – –
AIC
285
Ayalon Insurance Company
Israel
$841K +$813K +3,500 New
SFS
286
Sowell Financial Services
Arkansas
$838K +$22.1K +95 +3%
CAL
287
Capital Analysts LLC
Pennsylvania
$831K -$32.7K -141 -4%
SFO
288
Stokes Family Office
Louisiana
$830K – – –
DACG
289
Donor Advised Charitable Giving
California
$823K -$147K -634 -15%
NEWAS
290
N.E.W. Advisory Services
Wisconsin
$820K -$357K -1,536 -31%
C
291
Certuity
Florida
$819K -$15.1K -65 -2%
KA
292
Kovack Advisors
Florida
$819K +$24.6K +106 +3%
AF
293
Advisornet Financial
Minnesota
$810K -$20.7K -89 -3%
XF
294
XML Financial
Maryland
$809K -$112K -481 -12%
CIA
295
Choate Investment Advisors
Massachusetts
$809K +$792K +3,410 New
GIA
296
GHP Investment Advisors
Colorado
$779K – – –
BCA
297
Berman Capital Advisors
Georgia
$765K +$1.39K +6 +0.2%
Janney Montgomery Scott
298
Janney Montgomery Scott
Pennsylvania
$761K -$16.3K -70 -2%
DL
299
DOHJ LLC
Washington
$742K +$727K +3,128 New
MWPCG
300
Measured Wealth Private Client Group
New Hampshire
$740K -$611K -2,629 -46%