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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
301
Capstone Financial Advisors
Illinois
$384K +$383K +2,210 New
PJSIMP
302
P.J. Schmidt Investment Management (PJS)
Wisconsin
$382K -$34.7K -200 -8%
WS
303
Wedbush Securities
California
$382K -$19.6K -113 -5%
NFG
304
Next Financial Group
Texas
$382K – – –
AWM
305
Altium Wealth Management
New York
$381K – – –
WSTAM
306
Wilbanks Smith & Thomas Asset Management
Virginia
$379K – – –
HFA
307
Huber Financial Advisors
Illinois
$375K -$8.15K -47 -2%
WIP
308
Wellesley Investment Partners
Massachusetts
$375K +$375K +2,160 New
HPC
309
HM Payson & Co
Maine
$361K -$32.3K -186 -8%
DIA
310
Dana Investment Advisors
Wisconsin
$360K +$5.03K +29 +1%
RWM
311
Raffa Wealth Management
District of Columbia
$358K +$357K +2,060 New
AssetMark Inc
312
AssetMark Inc
California
$355K – – –
BHIA
313
Birch Hill Investment Advisors
Massachusetts
$351K -$13.7K -79 -4%
HCIA
314
Hochman Cole Investment Advisors
Illinois
$350K – – –
PO
315
Private Ocean
California
$349K +$91K +525 +35%
JWBC
316
J.W. Burns & Co
New York
$348K – – –
CAW
317
Cornerstone Advisors (Washington)
Washington
$347K – – –
ASN
318
Advisory Services Network
Georgia
$345K – – –
FAIM
319
Financial Advocates Investment Management
Washington
$343K – – –
BFG
320
Barber Financial Group
Kansas
$341K -$59.1K -341 -15%
EIP
321
Ellis Investment Partners
Pennsylvania
$341K +$173 +1 +0.1%
CPO
322
Cerity Partners OCIO
New York
$341K +$2.43K +14 +0.7%
NEGWA
323
New England Guild Wealth Advisors
Connecticut
$338K – – –
AAS
324
Avantax Advisory Services
Texas
$336K +$1.21K +7 +0.4%
MYIA
325
Mount Yale Investment Advisors
Colorado
$335K – – –