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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Sowell Financial Services
326
Sowell Financial Services
Arkansas
$395K +$240K +1,348 +102%
DACG
327
Donor Advised Charitable Giving
California
$386K +$463K +2,601 New
RW
328
RVW Wealth
California
$383K -$647K -3,638 -58%
HTHT
329
Hemenway Trust Hemenway Trust
New Hampshire
$378K – – –
BBNA
330
Bremer Bank National Association
Minnesota
$371K – – –
IDA
331
Intelligence Driven Advisers
California
$366K +$439K +2,465 New
QPWM
332
Quadrant Private Wealth Management
Pennsylvania
$360K -$57.3K -322 -12%
CBN
333
Cadence Bank NA
Texas
$360K – – –
BAC
334
Boys Arnold & Co
North Carolina
$356K -$4.45K -25 -1%
EIP
335
Ellis Investment Partners
Pennsylvania
$355K -$17.1K -96 -4%
SMFS
336
Squar Milner Financial Services
California
$347K – – –
GC
337
Gibson Capital
Pennsylvania
$346K – – –
HFRG
338
Houlihan Financial Resource Group
Virginia
$345K – – –
First National Trust
339
First National Trust
Pennsylvania
$340K +$171K +959 +72%
Integrated Wealth Concepts
340
Integrated Wealth Concepts
Massachusetts
$340K +$408K +2,295 New
Coldstream Capital Management
341
Coldstream Capital Management
Washington
$339K -$1.25K -7 -0.3%
FWM
342
Frontier Wealth Management
Missouri
$338K – – –
Wilbanks Smith & Thomas Asset Management
343
Wilbanks Smith & Thomas Asset Management
Virginia
$329K – – –
CFA
344
Capstone Financial Advisors
Illinois
$328K – – –
BAM
345
Berkshire Asset Management
Pennsylvania
$321K +$385K +2,166 New
Dana Investment Advisors
346
Dana Investment Advisors
Wisconsin
$314K -$9.79K -55 -3%
HFA
347
Huber Financial Advisors
Illinois
$310K -$12.5K -70 -3%
AssetMark Inc
348
AssetMark Inc
California
$303K -$12.8K -72 -3%
HCIA
349
Hochman Cole Investment Advisors
Illinois
$299K – – –
JWBC
350
J.W. Burns & Co
New York
$297K – – –