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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIA
351
Harbor Investment Advisory
Maryland
$465K -$4.18K -18 -0.9%
Scotia Capital
352
Scotia Capital
Ontario, Canada
$460K -$179K -772 -28%
SWA
353
Sightline Wealth Advisors
Connecticut
$460K -$3.48K -15 -0.8%
Ancora Advisors
354
Ancora Advisors
Ohio
$460K +$92.9K +400 +26%
PJSIMP
355
P.J. Schmidt Investment Management (PJS)
Wisconsin
$452K – – –
Cerity Partners
356
Cerity Partners
New York
$450K -$439K -1,890 -50%
WWP
357
Waypoint Wealth Partners
California
$450K – – –
WJA
358
Willis Johnson & Associates
Texas
$448K -$12.8K -55 -3%
AFA
359
Atlanta Financial Associates
Georgia
$447K – – –
HCIA
360
Hochman Cole Investment Advisors
Illinois
$447K – – –
PO
361
Private Ocean
California
$440K – – –
Pathstone Family Office
362
Pathstone Family Office
New Jersey
$438K – – –
RIA
363
Realta Investment Advisors
Delaware
$430K +$57.6K +248 +16%
Birch Hill Investment Advisors
364
Birch Hill Investment Advisors
Massachusetts
$427K – – –
LW
365
Linscomb Wealth
Texas
$427K +$232 +1 +0.1%
JIR
366
James Investment Research
Ohio
$426K – – –
HM Payson & Co
367
HM Payson & Co
Maine
$425K – – –
Segall Bryant & Hamill
368
Segall Bryant & Hamill
Illinois
$424K -$248K -1,068 -37%
UBV
369
United Bank (Virginia)
Virginia
$420K – – –
Moneta Group Investment Advisors
370
Moneta Group Investment Advisors
Missouri
$419K -$232 -1 -0.1%
Coldstream Capital Management
371
Coldstream Capital Management
Washington
$416K – – –
Personal Capital Advisors
372
Personal Capital Advisors
California
$416K +$47.1K +203 +13%
FWM
373
Frontier Wealth Management
Missouri
$407K – – –
Colony Group
374
Colony Group
Massachusetts
$406K +$14.9K +64 +4%
RWM
375
RKL Wealth Management
Pennsylvania
$404K – – –