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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
351
SOL Capital Management
Maryland
$266K – – –
BOS
352
Bingham Osborn & Scarborough
California
$265K – – –
OWD
353
Osborn Williams & Donohoe
Ohio
$265K – – –
WJWM
354
Williams Jones Wealth Management
New York
$262K +$262K +1,510 New
FPCG
355
Fort Pitt Capital Group
Pennsylvania
$261K – – –
EIA
356
Eldridge Investment Advisors
New Hampshire
$254K -$8.5K -49 -3%
DSA
357
Davis Selected Advisers
Arizona
$252K +$251K +1,450 New
WCWM
358
Willow Creek Wealth Management
California
$251K – – –
BWM
359
Brickley Wealth Management
California
$247K -$23.2K -134 -9%
BIC
360
Beach Investment Counsel
Pennsylvania
$243K – – –
PGFC
361
Peapack-Gladstone Financial Corp
New Jersey
$243K – – –
CNB
362
Camden National Bank
Maine
$242K – – –
SWM
363
Shakespeare Wealth Management
Wisconsin
$240K – – –
FNT
364
First National Trust
Pennsylvania
$239K – – –
FCB
365
First Command Bank
Texas
$238K – – –
FCFS
366
First Command Financial Services
Texas
$238K – – –
CG
367
Colony Group
Massachusetts
$237K – – –
MAU
368
MRA Associates USA
Arizona
$231K – – –
SFS
369
Sowell Financial Services
Arkansas
$229K +$228K +1,316 New
BO
370
BRR OpCo
Ohio
$226K – – –
I
371
INVST
Indiana
$225K +$228K +1,314 New
TNB
372
Thomasville National Bank
Georgia
$224K – – –
ZCA
373
Zeke Capital Advisors
Pennsylvania
$220K – – –
MWM
374
Meridian Wealth Management
Kentucky
$219K – – –
AI
375
Atria Investments
North Carolina
$219K +$218K +1,259 New