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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Robertson Stephens Wealth Management
401
Robertson Stephens Wealth Management
California
$263K +$260K +1,344 New
WFA
402
Wade Financial Advisory
California
$260K – – –
Bartlett & Co Wealth Management
403
Bartlett & Co Wealth Management
Ohio
$259K – – –
Bartlett & Co
404
Bartlett & Co
Ohio
$259K – – –
Curi RMB Capital
405
Curi RMB Capital
Illinois
$256K +$12.6K +65 +5%
BO
406
BRR OpCo
Ohio
$255K – – –
SWPG
407
Strategic Wealth Partners Group
Illinois
$254K – – –
Steward Partners Investment Advisory
408
Steward Partners Investment Advisory
New York
$254K +$14.3K +74 +6%
PS
409
Portfolio Solutions
Michigan
$253K – – –
Perigon Wealth Management
410
Perigon Wealth Management
California
$252K -$26.9K -139 -10%
TNB
411
Thomasville National Bank
Georgia
$252K – – –
Plancorp LLC
412
Plancorp LLC
Missouri
$251K – – –
ZCA
413
Zeke Capital Advisors
Pennsylvania
$247K – – –
Meridian Wealth Management
414
Meridian Wealth Management
Kentucky
$246K – – –
LRIA
415
Leonard Rickey Investment Advisors
Washington
$241K – – –
CCMW
416
Cypress Capital Management (Wyoming)
Wyoming
$239K -$11.6K -60 -5%
NEGWA
417
New England Guild Wealth Advisors
Connecticut
$236K – – –
BWA
418
Burt Wealth Advisors
Maryland
$235K – – –
BDF
419
Balasa Dinverno & Foltz
$231K – – –
CF
420
Corrigan Financial
Rhode Island
$230K -$1.16K -6 -0.5%
LFA
421
Lighthouse Financial Advisors
Maryland
$230K +$774 +4 +0.3%
BOS
422
Bingham Osborn & Scarborough
California
$229K +$193 +1 +0.1%
FCB
423
First Command Bank
Texas
$228K -$39.7K -205 -15%
FCFS
424
First Command Financial Services
Texas
$228K -$39.7K -205 -15%
Oppenheimer & Co
425
Oppenheimer & Co
New York
$228K +$774 +4 +0.3%