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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAW
301
Cornerstone Advisors (Washington)
Washington
$303K +$463 +3 +0.2%
PIM
302
Penobscot Investment Management
Massachusetts
$301K -$66.6K -432 -19%
A
303
AdvicePeriod
California
$301K +$294K +1,905 New
AL
304
Aspiriant LLC
California
$298K -$3.2M -20,773 -92%
QPWM
305
Quadrant Private Wealth Management
Pennsylvania
$296K +$288K +1,869 New
MAS
306
Madden Advisory Services
Florida
$293K
CPP
307
Crow Point Partners
Massachusetts
$281K
FWCM
308
Ferguson Wellman Capital Management
Oregon
$280K
UBV
309
United Bank (Virginia)
Virginia
$280K +$273K +1,770 New
CRC
310
Curi RMB Capital
Illinois
$271K
WB
311
WesBanco Bank
West Virginia
$268K
ZIM
312
Zacks Investment Management
Illinois
$267K +$260K +1,689 New
GP
313
Girard Partners
Pennsylvania
$266K
GMA
314
Goldstein Munger & Associates
California
$265K
SGCA
315
Steel Grove Capital Advisors
Tennessee
$264K
SEI Investments
316
SEI Investments
Pennsylvania
$264K +$176K +1,138 +215%
CAL
317
Capital Analysts LLC
Pennsylvania
$261K -$173K -1,120 -40%
CNBT
318
Canandaigua National Bank & Trust
New York
$261K
VCM
319
Vigilant Capital Management
Maine
$261K
RWM
320
RKL Wealth Management
Pennsylvania
$256K +$2K +13 +0.8%
PFA
321
Pathway Financial Advisors
Vermont
$253K +$247K +1,600 New
UFF
322
USA Financial Formulas
Michigan
$252K +$245K +1,591 New
PWPS
323
Pinnacle Wealth Planning Services
Ohio
$251K +$244K +1,585 New
HC
324
Hamilton Capital
Ohio
$251K +$245K +1,589 New
GT
325
Glenview Trust
Kentucky
$247K -$122K -789 -34%