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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
451
WBH Advisory
Maryland
$260K
SWM
452
Spire Wealth Management
Virginia
$259K +$258K +1,111 New
SWM
453
Shakespeare Wealth Management
Wisconsin
$256K
LFA
454
Lighthouse Financial Advisors
Maryland
$252K
CF
455
Corrigan Financial
Rhode Island
$250K -$27.6K -119 -10%
Members Trust
456
Members Trust
Florida
$247K
KM
457
Kalos Management
Georgia
$245K +$231K +995 New
FBB
458
Fulton Breakefield Broenniman
Maryland
$244K +$6.97K +30 +3%
ECG
459
EPIQ Capital Group
California
$243K -$2.67M -11,479 -92%
DIA
460
Davidson Investment Advisors
Montana
$243K
HSBC Holdings
461
HSBC Holdings
United Kingdom
$241K
MCM
462
Monument Capital Management
Virginia
$241K
APP
463
Avantax Planning Partners
Iowa
$239K
RE
464
RBC Europe
United Kingdom
$237K
QC
465
QCM Cayman
Texas
$237K -$188K -808 -45%
CC
466
Cornerstone Capital
California
$236K +$9.99K +43 +5%
KJHP
467
K.J. Harrison & Partners
Ontario, Canada
$234K
RT
468
Rockland Trust
Massachusetts
$228K
SWA
469
Sutton Wealth Advisors
Florida
$226K +$4.41K +19 +2%
BIAS
470
Beacon Investment Advisory Services
New Jersey
$225K
RW
471
REDW Wealth
New Mexico
$224K
PIM
472
Penobscot Investment Management
Massachusetts
$224K +$219K +943 New
PFWA
473
Paces Ferry Wealth Advisors
Georgia
$218K
PPW
474
Pasadena Private Wealth
California
$218K +$214K +920 New
WJWM
475
Williams Jones Wealth Management
New York
$216K