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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
401
Wade Financial Advisory
California
$260K
BCWM
402
Bartlett & Co Wealth Management
Ohio
$259K
BC
403
Bartlett & Co
Ohio
$259K
CRC
404
Curi RMB Capital
Illinois
$256K +$12.6K +65 +5%
BO
405
BRR OpCo
Ohio
$255K
SWPG
406
Strategic Wealth Partners Group
Illinois
$254K
SPIA
407
Steward Partners Investment Advisory
New York
$254K +$14.3K +74 +6%
PS
408
Portfolio Solutions
Michigan
$253K
PWM
409
Perigon Wealth Management
California
$252K -$26.9K -139 -10%
TNB
410
Thomasville National Bank
Georgia
$252K
PL
411
Plancorp LLC
Missouri
$251K
ZCA
412
Zeke Capital Advisors
Pennsylvania
$247K
MWM
413
Meridian Wealth Management
Kentucky
$246K
LRIA
414
Leonard Rickey Investment Advisors
Washington
$241K
CCMW
415
Cypress Capital Management (Wyoming)
Wyoming
$239K -$11.6K -60 -5%
NEGWA
416
New England Guild Wealth Advisors
Connecticut
$236K
BWA
417
Burt Wealth Advisors
Maryland
$235K
BDF
418
Balasa Dinverno & Foltz
$231K
CF
419
Corrigan Financial
Rhode Island
$230K -$1.16K -6 -0.5%
LFA
420
Lighthouse Financial Advisors
Maryland
$230K +$774 +4 +0.3%
BOS
421
Bingham Osborn & Scarborough
California
$229K +$193 +1 +0.1%
FCB
422
First Command Bank
Texas
$228K -$39.7K -205 -15%
FCFS
423
First Command Financial Services
Texas
$228K -$39.7K -205 -15%
OC
424
Oppenheimer & Co
New York
$228K +$774 +4 +0.3%
AAM
425
Autus Asset Management
Arizona
$227K