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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
Altium Wealth Management
New York
$377K
WSTAM
302
Wilbanks Smith & Thomas Asset Management
Virginia
$376K -$40.2K -237 -10%
BHIA
303
Birch Hill Investment Advisors
Massachusetts
$361K -$34.4K -203 -9%
HF
304
HRT Financial
New York
$358K +$353K +2,079 New
AssetMark Inc
305
AssetMark Inc
California
$352K -$18.1K -107 -5%
DIA
306
Dana Investment Advisors
Wisconsin
$352K +$4.58K +27 +1%
HCIA
307
Hochman Cole Investment Advisors
Illinois
$348K
EIP
308
Ellis Investment Partners
Pennsylvania
$346K +$339 +2 +0.1%
JWBC
309
J.W. Burns & Co
New York
$345K
ASN
310
Advisory Services Network
Georgia
$345K +$20.7K +122 +6%
CAW
311
Cornerstone Advisors (Washington)
Washington
$344K -$19.3K -114 -5%
FAIM
312
Financial Advocates Investment Management
Washington
$341K
BPB
313
Badgley, Phelps & Bell
Washington
$340K +$34.1K +201 +11%
NEGWA
314
New England Guild Wealth Advisors
Connecticut
$336K -$51.9K -306 -14%
CPO
315
Cerity Partners OCIO
New York
$336K +$1.19K +7 +0.4%
AAS
316
Avantax Advisory Services
Texas
$332K -$23.7K -140 -7%
PWPS
317
Pinnacle Wealth Planning Services
Ohio
$329K -$23.9K -141 -7%
MAS
318
Madden Advisory Services
Florida
$319K
MYIA
319
Mount Yale Investment Advisors
Colorado
$313K -$41.7K -246 -12%
WAP
320
Wealthcare Advisory Partners
Pennsylvania
$311K
JIR
321
James Investment Research
Ohio
$309K
PA
322
Paracle Advisors
Washington
$309K +$339 +2 +0.1%
UBV
323
United Bank (Virginia)
Virginia
$305K
GT
324
Glenview Trust
Kentucky
$305K +$7.29K +43 +2%
HTC
325
Haverford Trust Company
Pennsylvania
$302K