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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
326
Rehmann Capital Advisory Group
Michigan
$600K +$524 +2 +0.1%
GC
327
Gibson Capital
Pennsylvania
$594K
PGA
328
Portland Global Advisors
Maine
$586K +$602K +2,300 New
WSTAM
329
Wilbanks Smith & Thomas Asset Management
Virginia
$580K
CFA
330
Capstone Financial Advisors
Illinois
$566K
MIM
331
MTM Investment Management
South Carolina
$564K -$9.16K -35 -2%
QPWM
332
Quadrant Private Wealth Management
Pennsylvania
$561K
AWM
333
AE Wealth Management
Kansas
$556K +$113K +433 +25%
TGAM
334
TBH Global Asset Management
Tennessee
$554K
JWBC
335
J.W. Burns & Co
New York
$535K -$2.09K -8 -0.4%
AAS
336
Avantax Advisory Services
Texas
$532K +$545K +2,081 New
SCM
337
Sterneck Capital Management
Missouri
$527K -$142K -543 -21%
GT
338
Glenview Trust
Kentucky
$521K +$2.62K +10 +0.5%
RFC
339
Regions Financial Corp
Alabama
$519K
Cerity Partners
340
Cerity Partners
New York
$516K -$20.2K -77 -4%
SBH
341
Segall Bryant & Hamill
Illinois
$503K +$89.5K +342 +21%
VWA
342
VERITY Wealth Advisors
United States
$501K
HIA
343
Harbor Investment Advisory
Maryland
$500K
FNT
344
First National Trust
Pennsylvania
$495K -$62.6K -239 -11%
AA
345
Ancora Advisors
Ohio
$494K
SWA
346
Sightline Wealth Advisors
Connecticut
$494K
SC
347
Scotia Capital
Ontario, Canada
$493K +$2.09K +8 +0.4%
BFEC
348
Benjamin F. Edwards & Company
Missouri
$491K -$5.24K -20 -1%
PJSIMP
349
P.J. Schmidt Investment Management (PJS)
Wisconsin
$487K
WWP
350
Waypoint Wealth Partners
California
$483K