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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
326
Squar Milner Financial Services
California
$441K – – –
GC
327
Gibson Capital
Pennsylvania
$439K – – –
HFRG
328
Houlihan Financial Resource Group
Virginia
$438K +$419K +2,324 New
C
329
Certuity
Florida
$437K +$417K +2,316 New
CCM
330
Coldstream Capital Management
Washington
$432K -$20K -111 -5%
IA
331
IFP Advisors
Florida
$431K -$27K -150 -6%
FWM
332
Frontier Wealth Management
Missouri
$429K – – –
VWA
333
VERITY Wealth Advisors
United States
$427K – – –
AAS
334
Avantax Advisory Services
Texas
$426K +$59.5K +330 +17%
AA
335
Ancora Advisors
Ohio
$423K -$19.1K -106 -5%
TWA
336
TCI Wealth Advisors
Arizona
$420K +$360K +2,000 +870%
CFA
337
Capstone Financial Advisors
Illinois
$417K – – –
WSTAM
338
Wilbanks Smith & Thomas Asset Management
Virginia
$417K +$5.41K +30 +1%
PJSIMP
339
P.J. Schmidt Investment Management (PJS)
Wisconsin
$415K – – –
HIS
340
Harvest Investment Services
Illinois
$413K +$395K +2,193 New
IAM
341
Integre Asset Management
New York
$413K +$395K +2,193 New
DIA
342
Dana Investment Advisors
Wisconsin
$410K +$18.7K +104 +5%
HFA
343
Huber Financial Advisors
Illinois
$407K – – –
TNB
344
TCF National Bank
South Dakota
$404K -$18K -100 -4%
AssetMark Inc
345
AssetMark Inc
California
$399K +$13K +72 +4%
HPC
346
HM Payson & Co
Maine
$392K – – –
SW
347
SlateStone Wealth
Florida
$389K -$47.2K -262 -11%
RWM
348
Raffa Wealth Management
District of Columbia
$388K – – –
DSA
349
Davis Selected Advisers
Arizona
$387K +$109K +603 +42%
CPO
350
Cerity Partners OCIO
New York
$383K +$1.8K +10 +0.5%