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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
426
Prosperity Capital Advisors
Ohio
$868K -$787K -2,034 -46%
HSBC Holdings
427
HSBC Holdings
United Kingdom
$867K -$58K -150 -6%
PTC
428
Private Trust Company
Ohio
$863K
HFRG
429
Houlihan Financial Resource Group
Virginia
$861K
BF
430
Baring Financial
Washington
$855K +$387 +1 +0%
BCA
431
Bayshore Capital Advisors
Florida
$853K
IAA
432
Independent Advisor Alliance
North Carolina
$852K +$889K +2,299 New
PP
433
Prosperity Planning
Missouri
$845K
WAL
434
W Advisors LLC
Tennessee
$841K -$64.2K -166 -7%
PP
435
Patten & Patten
Tennessee
$833K
AWA
436
AGH Wealth Advisors
Kansas
$829K
TGAM
437
TBH Global Asset Management
Tennessee
$829K +$865K +2,236 New
NPAN
438
Northeast Planning Associates NH
New Hampshire
$819K
SYBT
439
Stock Yards Bank & Trust
Kentucky
$805K
KA
440
KLCM Advisors
Wisconsin
$803K
Fuller & Thaler Asset Management
441
Fuller & Thaler Asset Management
California
$801K -$775K -2,003 -48%
DWP
442
Destiny Wealth Partners
Florida
$798K
MCA
443
MSH Capital Advisors
Arizona
$798K +$6.58K +17 +0.8%
CFGA
444
Cambridge Financial Group (Arizona)
Arizona
$788K -$612K -1,582 -43%
ECM
445
Evergreen Capital Management
Washington
$787K +$9.67K +25 +1%
HCM
446
Hollencrest Capital Management
California
$784K
NED
447
Nancy E. Dempze
$779K
SWM
448
Stronghold Wealth Management
Florida
$774K +$129K +334 +19%
JWBC
449
J.W. Burns & Co
New York
$773K
OCM
450
One Capital Management
California
$769K +$270K +697 +51%