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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PS
426
Portfolio Solutions
Michigan
$307K – – –
PL
427
Plancorp LLC
Missouri
$304K – – –
PAG
428
Pinnacle Advisory Group
Maryland
$303K +$296K +1,276 New
PWM
429
Perigon Wealth Management
California
$302K -$3.25K -14 -1%
S
430
SignatureFD
Georgia
$300K -$364K -1,566 -55%
ZCA
431
Zeke Capital Advisors
Pennsylvania
$300K – – –
MWM
432
Meridian Wealth Management
Kentucky
$299K – – –
CRC
433
Curi RMB Capital
Illinois
$295K – – –
NEGWA
434
New England Guild Wealth Advisors
Connecticut
$291K +$3.95K +17 +1%
CAM
435
Campion Asset Management
Virginia
$291K +$285K +1,225 New
NEPWA
436
New England Private Wealth Advisors
Massachusetts
$288K +$282K +1,216 New
LRIA
437
Leonard Rickey Investment Advisors
Washington
$282K -$9.99K -43 -3%
OC
438
Oppenheimer & Co
New York
$278K +$697 +3 +0.3%
CRWM
439
Castle Rock Wealth Management
California
$277K +$261K +1,123 New
Bank of Montreal
440
Bank of Montreal
Ontario, Canada
$275K -$415K -1,788 -61%
PCG
441
Private Capital Group
Connecticut
$274K -$83.4K -359 -24%
BWA
442
Burt Wealth Advisors
Maryland
$274K – – –
FHA
443
Flagship Harbor Advisors
Massachusetts
$274K – – –
BA
444
Bluesphere Advisors
Pennsylvania
$273K -$33.7K -145 -11%
CCMW
445
Cypress Capital Management (Wyoming)
Wyoming
$273K -$4.64K -20 -2%
FCB
446
First Command Bank
Texas
$270K -$5.34K -23 -2%
FCFS
447
First Command Financial Services
Texas
$270K -$5.34K -23 -2%
AAM
448
Autus Asset Management
Arizona
$268K – – –
VL
449
Vorpal LLC
Tennessee
$267K +$261K +1,125 New
CAM
450
Cubic Asset Management
Massachusetts
$262K – – –