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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
326
Willow Creek Wealth Management
California
$255K -$6.78K -40 -3%
RIA
327
Regal Investment Advisors
Michigan
$255K +$250K +1,477 New
CHA
328
Cooper/Haims Advisors
New York
$253K
TFCP
329
Twin Focus Capital Partners
Massachusetts
$247K
Verition Fund Management
330
Verition Fund Management
Connecticut
$244K -$51.8K -306 -18%
CF
331
Corrigan Financial
Rhode Island
$243K +$847 +5 +0.4%
PFA
332
Pathway Financial Advisors
Vermont
$242K
PGFC
333
Peapack-Gladstone Financial Corp
New Jersey
$241K
CNB
334
Camden National Bank
Maine
$239K
BFPW
335
BOK Financial Private Wealth
Colorado
$232K
FF
336
Fluent Financial
Texas
$232K +$228K +1,346 New
FCCM
337
First City Capital Management
Georgia
$228K
AAM
338
Aureus Asset Management
Massachusetts
$226K
CTC
339
Central Trust Company
Missouri
$224K -$9.82K -58 -4%
BO
340
BRR OpCo
Ohio
$224K
TNB
341
Thomasville National Bank
Georgia
$222K
PAG
342
Pinnacle Advisory Group
Maryland
$217K +$2.88K +17 +1%
PK
343
Pflug Koory
Nebraska
$213K
WA
344
WESPAC Advisors
California
$213K
SHIM
345
Stone House Investment Management
Pennsylvania
$209K -$446K -2,635 -69%
CL
346
Choreo LLC
Illinois
$208K +$204K +1,204 New
BWA
347
Burt Wealth Advisors
Maryland
$207K
CA
348
Calton & Associates
Florida
$203K
KJWM
349
Kiley Juergens Wealth Management
Washington
$203K
DAS
350
Dynamic Advisor Solutions
Arizona
$202K +$198K +1,171 New