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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
351
Jackson Wealth Management
Florida
$777K +$759K +2,801 New
CAM
352
Congress Asset Management
Massachusetts
$774K +$756K +2,790 New
SMA
353
Sage Mountain Advisors
Georgia
$765K – – –
DIA
354
Dana Investment Advisors
Wisconsin
$763K +$30.3K +112 +4%
MGIA
355
Moneta Group Investment Advisors
Missouri
$749K +$224K +827 +44%
ST
356
Spinnaker Trust
Maine
$748K – – –
SFWC
357
Strategic Family Wealth Counselors
New Jersey
$742K – – –
SC
358
Scotia Capital
Ontario, Canada
$739K +$197K +728 +38%
FCBT
359
First Citizens Bank & Trust
North Carolina
$738K -$412K -1,522 -36%
Neuberger Berman Group
360
Neuberger Berman Group
New York
$738K +$10.8K +40 +2%
Cetera Investment Advisers
361
Cetera Investment Advisers
Illinois
$732K +$14.9K +55 +2%
CCMG
362
Clark Capital Management Group
Pennsylvania
$729K +$712K +2,628 New
CC
363
Cornerstone Capital
California
$715K +$218K +803 +45%
CL
364
CPWM LLC
Washington
$713K – – –
PP
365
PrairieView Partners
Minnesota
$709K – – –
EIP
366
Ellis Investment Partners
Pennsylvania
$692K +$542 +2 +0.1%
RRCM
367
Rappaport Reiches Capital Management
Illinois
$686K -$14.9K -55 -2%
AssetMark Inc
368
AssetMark Inc
California
$685K -$26.3K -97 -4%
GC
369
Gould Capital
Washington
$685K +$669K +2,469 New
AA
370
Ashford Advisors
New York
$670K -$1.62M -5,964 -71%
HR
371
Howe & Rusling
New York
$663K -$25.5K -94 -4%
PAS
372
Park Avenue Securities
New York
$662K +$647K +2,387 New
BRWA
373
B. Riley Wealth Advisors
Florida
$657K – – –
GC
374
Gibson Capital
Pennsylvania
$647K – – –
MCM
375
MAI Capital Management
Ohio
$644K +$629K +2,321 New