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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPFP
401
Clear Perspectives Financial Planning
Ohio
$359K
BIC
402
Beach Investment Counsel
Pennsylvania
$358K
CA
403
CGN Advisors
Kansas
$358K
HTC
404
Haverford Trust Company
Pennsylvania
$358K
CNB
405
Camden National Bank
Maine
$356K
BC
406
Bartlett & Co
Ohio
$352K
PFBT
407
Parkside Financial Bank & Trust
Missouri
$352K
BCWM
408
Bartlett & Co Wealth Management
Ohio
$352K
ATPW
409
Ashton Thomas Private Wealth
Arizona
$349K -$78K -313 -19%
VWA
410
V Wealth Advisors
Kansas
$349K +$9.72K +39 +3%
CC
411
Cornerstone Capital
California
$349K +$92.7K +372 +37%
WGAM
412
Wilkinson Global Asset Management
New York
$345K
RSWM
413
Robertson Stephens Wealth Management
California
$343K
PS
414
Portfolio Solutions
Michigan
$340K
WFA
415
Wade Financial Advisory
California
$340K
WCWM
416
Willow Creek Wealth Management
California
$335K
SPIA
417
Steward Partners Investment Advisory
New York
$334K -$90.7K -364 -22%
BO
418
BRR OpCo
Ohio
$333K
SSC
419
Syverson Strege & Co
Iowa
$333K +$499 +2 +0.2%
BDF
420
Balasa Dinverno & Foltz
$332K
PWM
421
Perigon Wealth Management
California
$326K
OWA
422
Outlook Wealth Advisors
Texas
$326K +$317K +1,273 New
MWM
423
Meridian Wealth Management
Kentucky
$323K
S
424
SignatureFD
Georgia
$323K
ZCA
425
Zeke Capital Advisors
Pennsylvania
$323K