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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HAIM
401
Hunter Associates Investment Management
Pennsylvania
$1M -$61.7K -190 -6%
RPC
402
Rossmore Private Capital
Connecticut
$998K -$882K -2,715 -49%
EW
403
Evoke Wealth
California
$996K -$244K -750 -21%
DAS
404
Dynamic Advisor Solutions
Arizona
$990K +$1.62K +5 +0.2%
AG
405
Ascent Group
Virginia
$989K +$2.92K +9 +0.3%
JWM
406
Jackson Wealth Management
Florida
$983K – – –
OMIC
407
Old Mission Investment Co
Michigan
$983K – – –
SW
408
SkyOak Wealth
Michigan
$983K -$4.22K -13 -0.5%
GT
409
Glenview Trust
Kentucky
$973K -$4.55K -14 -0.5%
HSBC Holdings
410
HSBC Holdings
United Kingdom
$958K – – –
AWM
411
Aprio Wealth Management
Georgia
$958K – – –
IAIM
412
International Assets Investment Management
Florida
$945K +$9.09K +28 +1%
IA
413
IFG Advisory
Georgia
$944K – – –
SFWC
414
Strategic Family Wealth Counselors
New Jersey
$939K – – –
WMP
415
Wealth Management Partners
Arizona
$936K -$2.27K -7 -0.3%
Citadel Advisors
416
Citadel Advisors
Florida
$933K -$2.75M -8,468 -76%
Empower Advisory Group
417
Empower Advisory Group
Colorado
$928K – – –
SIA
418
Soltis Investment Advisors
Utah
$928K – – –
AAMC
419
Asset Allocation & Management Company
Illinois
$927K – – –
KA
420
Kovack Advisors
Florida
$921K +$325 +1 +0%
KPWS
421
Kestra Private Wealth Services
Texas
$920K +$173K +533 +26%
SAM
422
Smartleaf Asset Management
Massachusetts
$916K +$155K +477 +22%
BF
423
Baring Financial
Washington
$915K -$19.2K -59 -2%
NPAN
424
Northeast Planning Associates NH
New Hampshire
$913K – – –
AssetMark Inc
425
AssetMark Inc
California
$911K +$609K +1,875 +260%