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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
301
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.04M +$1.03M +3,979 New
SIC
302
SJS Investment Consulting
Ohio
$1.04M -$67.6K -261 -6%
Thrivent Financial for Lutherans
303
Thrivent Financial for Lutherans
Minnesota
$1.03M +$964K +3,723 New
CRC
304
Curi RMB Capital
Illinois
$1.03M -$154K -596 -13%
IFG
305
Independent Financial Group
California
$1.03M
PFA
306
Pure Financial Advisors
California
$1.03M +$94K +363 +10%
APG
307
Abacus Planning Group
South Carolina
$1.02M
RSWM
308
Robertson Stephens Wealth Management
California
$1.01M +$634K +2,448 +174%
BTWM
309
Baker Tilly Wealth Management
Wisconsin
$1M +$41.9K +162 +4%
SWA
310
Stratos Wealth Advisors
Ohio
$999K +$985K +3,806 New
CCB
311
Country Club Bank
Missouri
$978K +$951K +3,675 New
PP
312
Prosperity Planning
Missouri
$974K
ST
313
Sabal Trust
Florida
$971K +$16.8K +65 +2%
Janney Montgomery Scott
314
Janney Montgomery Scott
Pennsylvania
$949K -$381K -1,472 -29%
XF
315
XML Financial
Maryland
$934K +$2.33K +9 +0.3%
SW
316
SkyOak Wealth
Michigan
$925K -$3.88K -15 -0.4%
CAL
317
Capital Analysts LLC
Pennsylvania
$920K -$889K -3,436 -50%
SFO
318
Stokes Family Office
Louisiana
$918K
CRWM
319
Castle Rock Wealth Management
California
$914K +$641K +2,475 +233%
CC
320
Cornerstone Capital
California
$912K +$232K +898 +35%
SBH
321
Segall Bryant & Hamill
Illinois
$908K +$895K +3,458 New
RMCM
322
Reynders McVeigh Capital Management
Massachusetts
$905K +$893K +3,451 New
WEG
323
World Equity Group
Illinois
$896K +$884K +3,414 New
CIA
324
Choate Investment Advisors
Massachusetts
$895K
KA
325
Kovack Advisors
Florida
$889K +$45.6K +176 +5%