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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ST
276
Sabal Trust
Florida
$926K +$952K +3,635 New
Janney Montgomery Scott
277
Janney Montgomery Scott
Pennsylvania
$922K – – –
PFA
278
Pure Financial Advisors
California
$919K -$43.5K -166 -4%
SW
279
SkyOak Wealth
Michigan
$911K -$41.9K -160 -4%
XF
280
XML Financial
Maryland
$904K -$4.45K -17 -0.5%
CWM
281
Circle Wealth Management
New Jersey
$902K – – –
LBC
282
Lowe Brockenbrough & Co
Virginia
$895K – – –
CAL
283
Capital Analysts LLC
Pennsylvania
$893K – – –
SFO
284
Stokes Family Office
Louisiana
$892K – – –
RhumbLine Advisers
285
RhumbLine Advisers
Massachusetts
$880K +$904K +3,453 New
CIA
286
Choate Investment Advisors
Massachusetts
$869K – – –
HWAM
287
Hennion & Walsh Asset Management
New Jersey
$869K +$1.57K +6 +0.2%
BAM
288
Beaumont Asset Management
Texas
$863K -$71K -271 -7%
CFO
289
CVA Family Office
Colorado
$861K – – –
KA
290
Kovack Advisors
Florida
$856K -$35.1K -134 -4%
BPWM
291
Badgley Phelps Wealth Managers
Washington
$851K +$874K +3,339 New
LFA
292
Legacy Financial Advisors
Kentucky
$850K -$112K -428 -11%
GIA
293
GHP Investment Advisors
Colorado
$837K – – –
BCA
294
Berman Capital Advisors
Georgia
$822K – – –
CCM
295
Coldstream Capital Management
Washington
$820K -$42.7K -163 -4%
EWM
296
Evercore Wealth Management
New York
$796K -$149K -571 -15%
ACM
297
Advisors Capital Management
New Jersey
$795K +$817K +3,120 New
CCM
298
Chilton Capital Management
Texas
$794K – – –
CS
299
Comerica Securities
Michigan
$785K – – –
RPGK
300
Retirement Planning Group (Kansas)
Kansas
$783K – – –