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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
426
CM Wealth Advisors
Ohio
$959K – – –
Betterment LLC
427
Betterment LLC
New York
$957K +$102K +304 +12%
SW
428
SkyOak Wealth
Michigan
$955K -$90.2K -268 -9%
EIP
429
Ellis Investment Partners
Pennsylvania
$947K +$673 +2 +0.1%
PP
430
Prosperity Planning
Missouri
$944K – – –
DAS
431
Dynamic Advisor Solutions
Arizona
$939K -$521K -1,548 -36%
JWM
432
Jackson Wealth Management
Florida
$936K – – –
OMIC
433
Old Mission Investment Co
Michigan
$936K – – –
GT
434
Glenview Trust
Kentucky
$932K +$5.39K +16 +0.6%
AssetMark Inc
435
AssetMark Inc
California
$931K +$599K +1,780 +177%
CNB
436
Camden National Bank
Maine
$924K – – –
CL
437
Choreo LLC
Illinois
$923K +$2.69K +8 +0.3%
FTWA
438
Fifth Third Wealth Advisors
Ohio
$922K – – –
SFA
439
Sequoia Financial Advisors
Ohio
$921K +$176K +523 +23%
ACM
440
Armbruster Capital Management
New York
$913K -$6.4K -19 -0.7%
AWM
441
Aprio Wealth Management
Georgia
$912K – – –
IA
442
IFG Advisory
Georgia
$908K +$915K +2,718 New
NA
443
Nestegg Advisors
New York
$904K +$887K +2,634 New
SFWC
444
Strategic Family Wealth Counselors
New Jersey
$894K – – –
WMP
445
Wealth Management Partners
Arizona
$890K -$2.02K -6 -0.2%
RBWA
446
RFG - Bristol Wealth Advisors
Massachusetts
$888K +$894K +2,657 New
BEC
447
Blue Edge Capital
Virginia
$888K – – –
Empower Advisory Group
448
Empower Advisory Group
Colorado
$884K – – –
SIA
449
Soltis Investment Advisors
Utah
$883K – – –
AAMC
450
Asset Allocation & Management Company
Illinois
$883K – – –