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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
351
Nations Financial Group
Iowa
$336K +$6.78K +40 +2%
BHIA
352
Birch Hill Investment Advisors
Massachusetts
$327K -$25.4K -150 -8%
BWM
353
Brickley Wealth Management
California
$326K -$6.95K -41 -2%
PJSIMP
354
P.J. Schmidt Investment Management (PJS)
Wisconsin
$324K – – –
JIR
355
James Investment Research
Ohio
$323K – – –
HPC
356
HM Payson & Co
Maine
$322K – – –
UBV
357
United Bank (Virginia)
Virginia
$319K – – –
HIA
358
Harbor Investment Advisory
Maryland
$318K – – –
Verition Fund Management
359
Verition Fund Management
Connecticut
$318K +$299K +1,766 New
CCM
360
Coldstream Capital Management
Washington
$317K -$89.5K -528 -23%
RW
361
RVW Wealth
California
$312K -$144K -850 -33%
PO
362
Private Ocean
California
$312K +$339 +2 +0.1%
FWM
363
Frontier Wealth Management
Missouri
$309K -$94.9K -560 -25%
IWC
364
Integrated Wealth Concepts
Massachusetts
$305K -$102K -601 -26%
A
365
AdvicePeriod
California
$305K – – –
RWM
366
RKL Wealth Management
Pennsylvania
$305K +$2.37K +14 +0.8%
GP
367
Girard Partners
Pennsylvania
$302K – – –
PG
368
Patten Group
Tennessee
$301K +$169 +1 +0.1%
SFS
369
Summit Financial Strategies
Ohio
$299K +$281K +1,658 New
AA
370
Ancora Advisors
Ohio
$290K – – –
WS
371
Wedbush Securities
California
$289K +$5.25K +31 +2%
AAS
372
Avantax Advisory Services
Texas
$288K -$32.5K -192 -11%
PFA
373
Pathway Financial Advisors
Vermont
$288K – – –
PRWA
374
Platte River Wealth Advisors
Colorado
$285K +$261K +1,540 New
KCM
375
Karp Capital Management
California
$283K -$5.65M -33,341 -96%