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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
351
Tocqueville Asset Management
New York
$1.05M +$980K +3,845 New
IWMA
352
Ironwood Wealth Management (Arizona)
Arizona
$1.05M -$107K -418 -10%
SWA
353
Stratos Wealth Advisors
Ohio
$1.03M +$36.7K +144 +4%
WWC
354
Waypoint Wealth Counsel
Georgia
$1.02M +$585K +2,293 +158%
Luther King Capital Management (LKCM)
355
Luther King Capital Management (LKCM)
Texas
$1.02M
BFEC
356
Benjamin F. Edwards & Company
Missouri
$1.02M +$733K +2,874 +341%
HCM
357
Hollencrest Capital Management
California
$984K
KA
358
Kovack Advisors
Florida
$984K -$26.8K -105 -3%
RPGK
359
Retirement Planning Group (Kansas)
Kansas
$979K +$171K +669 +23%
FCM
360
Firestone Capital Management
Florida
$974K +$2.55K +10 +0.3%
SF
361
Symphony Financial
Texas
$962K +$901K +3,533 New
SSWM
362
Smith Salley Wealth Management
North Carolina
$960K -$23.5K -92 -3%
SFO
363
Stokes Family Office
Louisiana
$958K
FIB
364
First Interstate Bank
Montana
$953K
CAL
365
Capital Analysts LLC
Pennsylvania
$938K -$2.55K -10 -0.3%
JSW
366
Journey Strategic Wealth
New Jersey
$938K -$579K -2,269 -40%
HSBC Holdings
367
HSBC Holdings
United Kingdom
$929K -$3.83K -15 -0.4%
WAP
368
Wealthcare Advisory Partners
Pennsylvania
$929K
SCG
369
Sonata Capital Group
Washington
$924K
FSA
370
Fort Sheridan Advisors
Illinois
$921K +$857K +3,363 New
CWM
371
Cahaba Wealth Management
Georgia
$918K -$630K -2,469 -42%
XF
372
XML Financial
Maryland
$912K +$5.61K +22 +0.7%
SW
373
SkyOak Wealth
Michigan
$910K -$13.3K -52 -2%
LFA
374
LGT Financial Advisors
Texas
$910K -$47.7K -187 -5%
PCMC
375
Planning Capital Management Corporation
Pennsylvania
$902K +$840K +3,295 New