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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PJSIMP
301
P.J. Schmidt Investment Management (PJS)
Wisconsin
$382K -$34.7K -200 -8%
WS
302
Wedbush Securities
California
$382K -$19.6K -113 -5%
NFG
303
Next Financial Group
Texas
$382K
AWM
304
Altium Wealth Management
New York
$381K
WSTAM
305
Wilbanks Smith & Thomas Asset Management
Virginia
$379K
HFA
306
Huber Financial Advisors
Illinois
$375K -$8.15K -47 -2%
WIP
307
Wellesley Investment Partners
Massachusetts
$375K +$375K +2,160 New
HPC
308
HM Payson & Co
Maine
$361K -$32.3K -186 -8%
DIA
309
Dana Investment Advisors
Wisconsin
$360K +$5.03K +29 +1%
RWM
310
Raffa Wealth Management
District of Columbia
$358K +$357K +2,060 New
AssetMark Inc
311
AssetMark Inc
California
$355K
BHIA
312
Birch Hill Investment Advisors
Massachusetts
$351K -$13.7K -79 -4%
HCIA
313
Hochman Cole Investment Advisors
Illinois
$350K
PO
314
Private Ocean
California
$349K +$91K +525 +35%
JWBC
315
J.W. Burns & Co
New York
$348K
CAW
316
Cornerstone Advisors (Washington)
Washington
$347K
ASN
317
Advisory Services Network
Georgia
$345K
FAIM
318
Financial Advocates Investment Management
Washington
$343K
BFG
319
Barber Financial Group
Kansas
$341K -$59.1K -341 -15%
EIP
320
Ellis Investment Partners
Pennsylvania
$341K +$173 +1 +0.1%
CPO
321
Cerity Partners OCIO
New York
$341K +$2.43K +14 +0.7%
NEGWA
322
New England Guild Wealth Advisors
Connecticut
$338K
AAS
323
Avantax Advisory Services
Texas
$336K +$1.21K +7 +0.4%
MYIA
324
Mount Yale Investment Advisors
Colorado
$335K
PG
325
Patten Group
Tennessee
$334K -$533K -3,074 -62%