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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
426
Corrigan Financial
Rhode Island
$213K +$200K +1,181 New
LFA
427
Lighthouse Financial Advisors
Maryland
$211K +$199K +1,174 New
TVWM
428
Tower View Wealth Management
Wisconsin
$210K -$1.6M -9,433 -89%
BOS
429
Bingham Osborn & Scarborough
California
$210K +$198K +1,168 New
AAM
430
Autus Asset Management
Arizona
$209K +$197K +1,160 New
OC
431
Oppenheimer & Co
New York
$209K +$197K +1,161 New
FAM
432
Flaharty Asset Management
Florida
$208K +$196K +1,156 New
PCG
433
Private Capital Group
Connecticut
$189K -$283K -1,673 -61%
SWA
434
Sutton Wealth Advisors
Florida
$168K +$3.73K +22 +2%
CT
435
Caldwell Trust
Florida
$159K – – –
PK
436
Pflug Koory
Nebraska
$158K – – –
FHA
437
First Horizon Advisors
Tennessee
$156K -$537K -3,170 -78%
MWP
438
Meridian Wealth Partners
Pennsylvania
$138K – – –
LWCFA
439
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$131K – – –
ST
440
Smithfield Trust
Pennsylvania
$131K – – –
WEC
441
Winslow Evans & Crocker
Massachusetts
$128K – – –
TIM
442
Tortoise Investment Management
New York
$127K – – –
QCG
443
Quadrant Capital Group
Ohio
$119K – – –
EW
444
Evoke Wealth
California
$107K – – –
TF
445
Tompkins Financial
New York
$103K +$96.6K +570 New
SFSG
446
Stearns Financial Services Group
North Carolina
$101K – – –
PMFA
447
Plante Moran Financial Advisors
Michigan
$94K -$20.3K -120 -19%
FHA
448
Flagship Harbor Advisors
Massachusetts
$92K +$4.74K +28 +6%
Rockefeller Capital Management
449
Rockefeller Capital Management
New York
$88K – – –
PWP
450
Principle Wealth Partners
Connecticut
$87K +$82.2K +485 New