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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFO
326
Stokes Family Office
Louisiana
$971K
CIA
327
Choate Investment Advisors
Massachusetts
$946K
BAM
328
Beaumont Asset Management
Texas
$940K
CCM
329
Chilton Capital Management
Texas
$931K +$65.3K +241 +8%
SEI Investments
330
SEI Investments
Pennsylvania
$917K +$895K +3,304 New
9WM
331
9258 Wealth Management
Ohio
$916K +$894K +3,301 New
GIA
332
GHP Investment Advisors
Colorado
$912K +$542 +2 +0.1%
EWM
333
Evercore Wealth Management
New York
$901K +$33.9K +125 +4%
RCAG
334
Rehmann Capital Advisory Group
Michigan
$897K +$238K +880 +37%
KA
335
Kovack Advisors
Florida
$892K -$39K -144 -4%
LFA
336
Legacy Financial Advisors
Kentucky
$889K -$36K -133 -4%
MCA
337
Martin Capital Advisors
Texas
$862K +$841K +3,105 New
CS
338
Comerica Securities
Michigan
$855K
HWAM
339
Hennion & Walsh Asset Management
New Jersey
$852K -$92.1K -340 -10%
RPGK
340
Retirement Planning Group (Kansas)
Kansas
$852K
AWM
341
AE Wealth Management
Kansas
$850K +$238K +879 +40%
EAM
342
Evanson Asset Management
California
$844K
WAP
343
Wealthcare Advisory Partners
Pennsylvania
$838K -$10.8K -40 -1%
LJHT
344
Laurie J. Hall Trustee
$836K +$32.5K +120 +4%
DAS
345
Dynamic Advisor Solutions
Arizona
$831K -$5.96K -22 -0.7%
WS
346
Wedbush Securities
California
$825K +$326K +1,203 +68%
FNC
347
First National Corp
Massachusetts
$805K
BEC
348
Blue Edge Capital
Virginia
$793K
WMP
349
Wealth Management Partners
Arizona
$789K +$38.2K +141 +5%
JWM
350
Jackson Wealth Management
Florida
$777K +$759K +2,801 New