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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
326
Capital Analysts LLC
Pennsylvania
$762K
SFO
327
Stokes Family Office
Louisiana
$761K
RMCM
328
Reynders McVeigh Capital Management
Massachusetts
$750K
HFG
329
Heron Financial Group
New York
$750K +$817K +3,451 New
CCM
330
Condor Capital Management
New Jersey
$742K -$1.49M -6,299 -65%
EARNEST Partners
331
EARNEST Partners
Georgia
$742K +$802K +3,387 +12,096%
TFS
332
TrustCore Financial Services
Tennessee
$739K -$4.89M -20,644 -86%
KA
333
Kovack Advisors
Florida
$737K +$237 +1 +0%
CWM
334
Circle Wealth Management
New Jersey
$729K
CCM
335
Chilton Capital Management
Texas
$725K
IWMA
336
Ironwood Wealth Management (Arizona)
Arizona
$720K -$4.26K -18 -0.5%
GIA
337
GHP Investment Advisors
Colorado
$715K +$237 +1 +0%
EWM
338
Evercore Wealth Management
New York
$706K
DAS
339
Dynamic Advisor Solutions
Arizona
$696K +$45.5K +192 +6%
MFA
340
Mayflower Financial Advisors
Massachusetts
$687K +$23.7K +100 +3%
DWT
341
Dorsey & Whitney Trust
South Dakota
$685K +$426K +1,800 +133%
PFS
342
Prospera Financial Services
Texas
$683K -$235K -992 -24%
AWM
343
AE Wealth Management
Kansas
$683K -$26.5K -112 -3%
MGIA
344
Moneta Group Investment Advisors
Missouri
$678K +$93.3K +394 +14%
ZIM
345
Zacks Investment Management
Illinois
$678K +$478K +2,020 +183%
CS
346
Comerica Securities
Michigan
$670K
RPGK
347
Retirement Planning Group (Kansas)
Kansas
$668K
BPWM
348
Badgley Phelps Wealth Managers
Washington
$668K +$6.16K +26 +0.9%
LAS
349
LWM Advisory Services
Florida
$666K -$8.29K -35 -1%
VWA
350
Visionary Wealth Advisors
Illinois
$666K +$2.13K +9 +0.3%