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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFA
351
Atlanta Financial Associates
Georgia
$297K +$356K +2,000 New
CPO
352
Cerity Partners OCIO
New York
$293K – – –
VWA
353
VERITY Wealth Advisors
United States
$292K -$52.7K -296 -13%
Birch Hill Investment Advisors
354
Birch Hill Investment Advisors
Massachusetts
$292K -$8.9K -50 -2%
CAW
355
Cornerstone Advisors (Washington)
Washington
$288K -$12.3K -69 -3%
Moneta Group Investment Advisors
356
Moneta Group Investment Advisors
Missouri
$286K +$38.1K +214 +12%
VWA
357
V Wealth Advisors
Kansas
$281K +$337K +1,896 New
Glenview Trust
358
Glenview Trust
Kentucky
$278K +$5.34K +30 +2%
BWM
359
Brickley Wealth Management
California
$275K – – –
MAS
360
Madden Advisory Services
Florida
$275K – – –
PA
361
Paracle Advisors
Washington
$275K +$330K +1,856 New
NFG
362
Nations Financial Group
Iowa
$271K +$125K +705 +63%
PJSIMP
363
P.J. Schmidt Investment Management (PJS)
Wisconsin
$267K -$71.2K -400 -18%
Avantax Advisory Services
364
Avantax Advisory Services
Texas
$266K -$85.2K -479 -21%
HM Payson & Co
365
HM Payson & Co
Maine
$266K -$51.4K -289 -14%
JIR
366
James Investment Research
Ohio
$266K – – –
UBV
367
United Bank (Virginia)
Virginia
$263K – – –
WAP
368
Wealthcare Advisory Partners
Pennsylvania
$262K +$25.3K +142 +9%
HIA
369
Harbor Investment Advisory
Maryland
$262K +$165K +930 +111%
PO
370
Private Ocean
California
$257K +$47K +264 +18%
Perigon Wealth Management
371
Perigon Wealth Management
California
$256K +$284K +1,597 New
A
372
AdvicePeriod
California
$251K – – –
Mount Yale Investment Advisors
373
Mount Yale Investment Advisors
Colorado
$249K -$5.52K -31 -2%
GP
374
Girard Partners
Pennsylvania
$249K – – –
RWM
375
RKL Wealth Management
Pennsylvania
$249K – – –