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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
276
Janney Montgomery Scott
Pennsylvania
$922K
PFA
277
Pure Financial Advisors
California
$919K -$43.5K -166 -4%
SW
278
SkyOak Wealth
Michigan
$911K -$41.9K -160 -4%
XF
279
XML Financial
Maryland
$904K -$4.45K -17 -0.5%
CWM
280
Circle Wealth Management
New Jersey
$902K
LBC
281
Lowe Brockenbrough & Co
Virginia
$895K
CAL
282
Capital Analysts LLC
Pennsylvania
$893K
SFO
283
Stokes Family Office
Louisiana
$892K
RhumbLine Advisers
284
RhumbLine Advisers
Massachusetts
$880K +$904K +3,453 New
CIA
285
Choate Investment Advisors
Massachusetts
$869K
HWAM
286
Hennion & Walsh Asset Management
New Jersey
$869K +$1.57K +6 +0.2%
BAM
287
Beaumont Asset Management
Texas
$863K -$71K -271 -7%
CFO
288
CVA Family Office
Colorado
$861K
KA
289
Kovack Advisors
Florida
$856K -$35.1K -134 -4%
BPWM
290
Badgley Phelps Wealth Managers
Washington
$851K +$874K +3,339 New
LFA
291
Legacy Financial Advisors
Kentucky
$850K -$112K -428 -11%
GIA
292
GHP Investment Advisors
Colorado
$837K
BCA
293
Berman Capital Advisors
Georgia
$822K
CCM
294
Coldstream Capital Management
Washington
$820K -$42.7K -163 -4%
EWM
295
Evercore Wealth Management
New York
$796K -$149K -571 -15%
ACM
296
Advisors Capital Management
New Jersey
$795K +$817K +3,120 New
CCM
297
Chilton Capital Management
Texas
$794K
CS
298
Comerica Securities
Michigan
$785K
RPGK
299
Retirement Planning Group (Kansas)
Kansas
$783K
WAP
300
Wealthcare Advisory Partners
Pennsylvania
$780K -$99.2K -379 -11%