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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
351
Carnegie Investment Counsel
Ohio
$756K +$285K +1,100 +62%
SMA
352
Sage Mountain Advisors
Georgia
$750K +$27.2K +105 +4%
BEC
353
Blue Edge Capital
Virginia
$749K
CPA
354
Court Place Advisors
Maryland
$749K -$283K -1,095 -28%
HWAM
355
Hennion & Walsh Asset Management
New Jersey
$749K -$55.7K -215 -7%
WMP
356
Wealth Management Partners
Arizona
$741K
JWM
357
Jackson Wealth Management
Florida
$735K
Neuberger Berman Group
358
Neuberger Berman Group
New York
$732K +$33.9K +131 +5%
MGIA
359
Moneta Group Investment Advisors
Missouri
$715K +$6.73K +26 +1%
DIA
360
Dana Investment Advisors
Wisconsin
$707K -$14.2K -55 -2%
ST
361
Spinnaker Trust
Maine
$707K
SFWC
362
Strategic Family Wealth Counselors
New Jersey
$702K
SC
363
Scotia Capital
Ontario, Canada
$699K +$518 +2 +0.1%
AAS
364
Avantax Advisory Services
Texas
$696K +$127K +492 +23%
FCBT
365
First Citizens Bank & Trust
North Carolina
$691K -$6.47K -25 -0.9%
WFA
366
Wade Financial Advisory
California
$677K +$324K +1,250 +94%
PP
367
PrairieView Partners
Minnesota
$670K
Cetera Investment Advisers
368
Cetera Investment Advisers
Illinois
$668K -$23.6K -91 -3%
EIP
369
Ellis Investment Partners
Pennsylvania
$654K +$518 +2 +0.1%
RRCM
370
Rappaport Reiches Capital Management
Illinois
$653K
SWP
371
Stratos Wealth Partners
Ohio
$652K +$643K +2,484 New
LB
372
Leo Brokerage
Texas
$647K +$639K +2,467 New
CL
373
CPWM LLC
Washington
$643K -$90.3K -349 -12%
HR
374
Howe & Rusling
New York
$639K +$11.4K +44 +2%
RCAG
375
Rehmann Capital Advisory Group
Michigan
$635K -$210K -812 -25%