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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
326
B. Riley Wealth Advisors
Florida
$604K – – –
RCAG
327
Rehmann Capital Advisory Group
Michigan
$600K +$524 +2 +0.1%
GC
328
Gibson Capital
Pennsylvania
$594K – – –
PGA
329
Portland Global Advisors
Maine
$586K +$602K +2,300 New
WSTAM
330
Wilbanks Smith & Thomas Asset Management
Virginia
$580K – – –
CFA
331
Capstone Financial Advisors
Illinois
$566K – – –
MIM
332
MTM Investment Management
South Carolina
$564K -$9.16K -35 -2%
QPWM
333
Quadrant Private Wealth Management
Pennsylvania
$561K – – –
AWM
334
AE Wealth Management
Kansas
$556K +$113K +433 +25%
TGAM
335
TBH Global Asset Management
Tennessee
$554K – – –
JWBC
336
J.W. Burns & Co
New York
$535K -$2.09K -8 -0.4%
AAS
337
Avantax Advisory Services
Texas
$532K +$545K +2,081 New
SCM
338
Sterneck Capital Management
Missouri
$527K -$142K -543 -21%
GT
339
Glenview Trust
Kentucky
$521K +$2.62K +10 +0.5%
RFC
340
Regions Financial Corp
Alabama
$519K – – –
Cerity Partners
341
Cerity Partners
New York
$516K -$20.2K -77 -4%
SBH
342
Segall Bryant & Hamill
Illinois
$503K +$89.5K +342 +21%
VWA
343
VERITY Wealth Advisors
United States
$501K – – –
HIA
344
Harbor Investment Advisory
Maryland
$500K – – –
FNT
345
First National Trust
Pennsylvania
$495K -$62.6K -239 -11%
AA
346
Ancora Advisors
Ohio
$494K – – –
SWA
347
Sightline Wealth Advisors
Connecticut
$494K – – –
SC
348
Scotia Capital
Ontario, Canada
$493K +$2.09K +8 +0.4%
BFEC
349
Benjamin F. Edwards & Company
Missouri
$491K -$5.24K -20 -1%
PJSIMP
350
P.J. Schmidt Investment Management (PJS)
Wisconsin
$487K – – –