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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NIA
301
Northstar Investment Advisors
Colorado
$583K
CWM
302
Circle Wealth Management
New Jersey
$579K +$554K +3,071 New
GMA
303
Goldstein Munger & Associates
California
$553K +$1.08K +6 +0.2%
FNC
304
First National Corp
Massachusetts
$547K
BEC
305
Blue Edge Capital
Virginia
$538K
Bank of Montreal
306
Bank of Montreal
Ontario, Canada
$538K -$256K -1,421 -33%
RP
307
Rice Partnership
Hawaii
$538K +$17.8K +99 +4%
SC
308
Scotia Capital
Ontario, Canada
$531K +$30.6K +170 +6%
Barclays
309
Barclays
United Kingdom
$524K +$501K +2,778 New
QPWM
310
Quadrant Private Wealth Management
Pennsylvania
$518K -$26.9K -149 -5%
PCG
311
Private Capital Group
Connecticut
$511K +$66.3K +368 +16%
ST
312
Spinnaker Trust
Maine
$507K +$486K +2,695 New
SFWC
313
Strategic Family Wealth Counselors
New Jersey
$504K
PP
314
PrairieView Partners
Minnesota
$504K +$541 +3 +0.1%
CRWM
315
Castle Rock Wealth Management
California
$504K +$464K +2,572 New
EIP
316
Ellis Investment Partners
Pennsylvania
$496K +$111K +618 +31%
CG
317
Colony Group
Massachusetts
$491K +$223K +1,237 +91%
HTHT
318
Hemenway Trust Hemenway Trust
New Hampshire
$481K +$460K +2,550 New
GLA
319
Great Lakes Advisors
Illinois
$474K +$453K +2,515 New
BBNA
320
Bremer Bank National Association
Minnesota
$471K -$451K -2,500 -50%
FLPIM
321
F.L. Putnam Investment Management
Massachusetts
$461K
CBN
322
Cadence Bank NA
Texas
$457K
BAC
323
Boys Arnold & Co
North Carolina
$457K +$437K +2,424 New
LJHT
324
Laurie J. Hall Trustee
$448K
SMFS
325
Squar Milner Financial Services
California
$441K