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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Circle Wealth Management
301
Circle Wealth Management
New Jersey
$819K – – –
Capital Analysts LLC
302
Capital Analysts LLC
Pennsylvania
$815K – – –
FWM
303
Fairhaven Wealth Management
Illinois
$814K – – –
TSS
304
Two Sigma Securities
New York
$805K +$757K +3,602 New
Homrich & Berg
305
Homrich & Berg
Georgia
$787K +$739K +3,520 New
C
306
Certuity
Florida
$786K – – –
AF
307
Advisornet Financial
Minnesota
$783K -$16.4K -78 -2%
SFO
308
Stokes Family Office
Louisiana
$782K – – –
55I LLC
309
55I LLC
Massachusetts
$756K -$6.93K -33 -1%
KA
310
Kovack Advisors
Florida
$748K +$13.2K +63 +2%
GIA
311
GHP Investment Advisors
Colorado
$734K +$210 +1 +0%
Janney Montgomery Scott
312
Janney Montgomery Scott
Pennsylvania
$732K -$10.5K -50 -2%
EL
313
Envoi LLC
Minnesota
$730K – – –
Sowell Financial Services
314
Sowell Financial Services
Arkansas
$730K +$104K +496 +18%
SFG
315
Summit Financial Group
West Virginia
$726K -$371K -1,765 -35%
BCA
316
Berman Capital Advisors
Georgia
$720K -$807K -3,843 -54%
EAM
317
Evanson Asset Management
California
$718K – – –
Congress Asset Management
318
Congress Asset Management
Massachusetts
$710K +$380K +1,808 +132%
RPGK
319
Retirement Planning Group (Kansas)
Kansas
$687K – – –
WMP
320
Wealth Management Partners
Arizona
$669K +$610K +2,903 New
Bank of Montreal
321
Bank of Montreal
Ontario, Canada
$663K +$12.6K +60 +2%
FNC
322
First National Corp
Massachusetts
$649K – – –
WAP
323
Wealthcare Advisory Partners
Pennsylvania
$639K +$55.4K +264 +10%
BEC
324
Blue Edge Capital
Virginia
$638K – – –
Segall Bryant & Hamill
325
Segall Bryant & Hamill
Illinois
$638K +$215K +1,025 +56%