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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
401
River Wealth Advisors
Pennsylvania
$18K +$17.7K +110 New
1IA
402
1834 Investment Advisors
Wisconsin
$16K – – –
GI
403
Gradient Investments
Minnesota
$16K +$3.05K +19 +23%
WTB
404
Washington Trust Bank
Washington
$14K -$19.1K -119 -57%
CFA
405
Carroll Financial Associates
North Carolina
$14K – – –
FFW
406
Fusion Family Wealth
New York
$13K – – –
SPIA
407
Steward Partners Investment Advisory
New York
$13K – – –
AAP
408
Arax Advisory Partners
Colorado
$11K – – –
WCAMG
409
Woodard & Company Asset Management Group
North Carolina
$10.7K – – –
SWM
410
SeaCrest Wealth Management
New York
$9K -$161 -1 -2%
VFA
411
Valeo Financial Advisors
Indiana
$8K – – –
WWMSC
412
Wagner Wealth Management (South Carolina)
South Carolina
$8K +$8.04K +50 New
AIP
413
Ameritas Investment Partners
Nebraska
$6K -$3.38K -21 -33%
LFG
414
LifePlan Financial Group
Ohio
$6K – – –
TDC
415
Thompson Davis & Co
Virginia
$6K – – –
BWM
416
BerganKDV Wealth Management
Minnesota
$5K +$4.82K +30 New
ClearBridge Investments
417
ClearBridge Investments
New York
$4K – – –
AF
418
Allworth Financial
California
$4K +$3.7K +23 New
Manulife (Manufacturers Life Insurance)
419
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2K -$6.59K -41 -79%
IBOK
420
Independence Bank of Kentucky
Kentucky
$2K – – –
RFA
421
Reilly Financial Advisors
California
$2K – – –
CAC
422
Certified Advisory Corp
Florida
$1K – – –
FMP
423
Financial Management Professionals
Texas
$1K – – –
LWA
424
Lenox Wealth Advisors
New York
$1K +$643 +4 New
JG
425
Jefferies Group
New York
– -$46.9M -300,000 Closed