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iShares Russell 3000 ETF

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