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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
301
Rehmann Capital Advisory Group
Michigan
$543K +$651K +3,661 New
CWM
302
Circle Wealth Management
New Jersey
$543K +$105K +592 +19%
FWM
303
Fairhaven Wealth Management
Illinois
$540K +$648K +3,641 New
CFGS
304
Concourse Financial Group Securities
Alabama
$534K +$8.01K +45 +1%
SFO
305
Stokes Family Office
Louisiana
$519K
BP
306
BBR Partners
New York
$510K +$612K +3,440 New
EL
307
Envoi LLC
Minnesota
$508K -$18.5K -104 -3%
GIA
308
GHP Investment Advisors
Colorado
$508K
CFC
309
Coyle Financial Counsel
Illinois
$508K +$610K +3,428 New
BWM
310
BT Wealth Management
Georgia
$494K +$1.78K +10 +0.3%
LBC
311
Lowe Brockenbrough & Co
Virginia
$489K
EAM
312
Evanson Asset Management
California
$485K
BDF
313
Balasa Dinverno & Foltz
$474K
SBH
314
Segall Bryant & Hamill
Illinois
$464K -$711K -3,997 -56%
RPGK
315
Retirement Planning Group (Kansas)
Kansas
$462K
NIA
316
Northstar Investment Advisors
Colorado
$459K
Bank of Montreal
317
Bank of Montreal
Ontario, Canada
$445K +$42.3K +238 +8%
BEC
318
Blue Edge Capital
Virginia
$424K
SC
319
Scotia Capital
Ontario, Canada
$423K +$5.34K +30 +1%
PCG
320
Private Capital Group
Connecticut
$404K +$1.25K +7 +0.3%
CL
321
CPWM LLC
Washington
$403K +$483K +2,716 New
ST
322
Spinnaker Trust
Maine
$399K
SFWC
323
Strategic Family Wealth Counselors
New Jersey
$397K
PP
324
PrairieView Partners
Minnesota
$397K +$356 +2 +0.1%
SFS
325
Sowell Financial Services
Arkansas
$395K +$240K +1,348 +102%