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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFWC
326
Strategic Family Wealth Counselors
New Jersey
$684K – – –
NIA
327
Northstar Investment Advisors
Colorado
$682K – – –
SCM
328
Sterneck Capital Management
Missouri
$681K +$651K +2,611 New
AssetMark Inc
329
AssetMark Inc
California
$661K -$2.24K -9 -0.3%
DIA
330
Dana Investment Advisors
Wisconsin
$659K +$12.2K +49 +2%
MWA
331
Motive Wealth Advisors
Michigan
$658K +$641K +2,570 New
PP
332
PrairieView Partners
Minnesota
$654K +$249 +1 +0%
RRCM
333
Rappaport Reiches Capital Management
Illinois
$646K +$630K +2,526 New
EIP
334
Ellis Investment Partners
Pennsylvania
$637K +$249 +1 +0%
HR
335
Howe & Rusling
New York
$634K -$16.5K -66 -3%
BRWA
336
B. Riley Wealth Advisors
Florida
$606K -$24.4K -98 -4%
RCAG
337
Rehmann Capital Advisory Group
Michigan
$602K – – –
GC
338
Gibson Capital
Pennsylvania
$597K – – –
WS
339
Wedbush Securities
California
$595K +$155K +620 +36%
WSTAM
340
Wilbanks Smith & Thomas Asset Management
Virginia
$583K -$14.5K -58 -2%
MIM
341
MTM Investment Management
South Carolina
$576K – – –
CFA
342
Capstone Financial Advisors
Illinois
$568K +$2.74K +11 +0.5%
QPWM
343
Quadrant Private Wealth Management
Pennsylvania
$563K +$1.99K +8 +0.4%
FNT
344
First National Trust
Pennsylvania
$558K +$2.74K +11 +0.5%
TGAM
345
TBH Global Asset Management
Tennessee
$557K – – –
JWBC
346
J.W. Burns & Co
New York
$539K – – –
Cerity Partners
347
Cerity Partners
New York
$537K +$51.1K +205 +11%
FNC
348
First National Corp
Massachusetts
$523K – – –
RFC
349
Regions Financial Corp
Alabama
$521K -$9.97K -40 -2%
GT
350
Glenview Trust
Kentucky
$521K +$7.48K +30 +1%