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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
376
ClearBridge Investments
New York
$155K -$505K -3,149 -77%
TFGT
377
TS Financial Group (TSFG)
Illinois
$138K +$133K +826 New
NWM
378
Northwest Wealth Management
Iowa
$123K
PFO
379
Pathstone Family Office
New Jersey
$122K
LWCFA
380
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$121K
ST
381
Smithfield Trust
Pennsylvania
$121K
NCM
382
New Capital Management
Texas
$120K
WEC
383
Winslow Evans & Crocker
Massachusetts
$120K
ESB
384
Essex Savings Bank
Connecticut
$119K
TIM
385
Tortoise Investment Management
New York
$118K
PMFA
386
Plante Moran Financial Advisors
Michigan
$117K -$1.43M -8,911 -93%
FHA
387
Flagship Harbor Advisors
Massachusetts
$114K
QCG
388
Quadrant Capital Group
Ohio
$110K
JFA
389
JNBA Financial Advisors
Minnesota
$108K
SFSG
390
Stearns Financial Services Group
North Carolina
$108K +$104K +645 New
SWA
391
Sutton Wealth Advisors
Florida
$105K
GWA
392
Guidant Wealth Advisors
Illinois
$100K +$75K +467 +346%
JAM
393
JCIC Asset Management
Ontario, Canada
$98K +$60.2K +375 +174%
IF
394
Ironwood Financial
Arizona
$96K +$3.05K +19 +3%
IA
395
IFP Advisors
Florida
$88K -$252K -1,568 -75%
APSP
396
Asset Planning Services (Pennsylvania)
Pennsylvania
$83K +$1.28K +8 +2%
CWM
397
Cranbrook Wealth Management
Michigan
$63K
KTC
398
Kistler-Tiffany Companies
Pennsylvania
$62K
TA
399
TCG Advisors
Texas
$60K +$57.9K +361 New
FWC
400
First Washington Corp
Washington
$59K