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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DIA
451
Davidson Investment Advisors
Montana
$261K – – –
APP
452
Avantax Planning Partners
Iowa
$260K +$1.57K +6 +0.6%
CIM
453
CIM Investment Management
Pennsylvania
$259K – – –
HSBC Holdings
454
HSBC Holdings
United Kingdom
$259K – – –
SWM
455
Shakespeare Wealth Management
Wisconsin
$258K -$20.9K -80 -7%
MCM
456
Monument Capital Management
Virginia
$258K – – –
CF
457
Corrigan Financial
Rhode Island
$256K -$9.43K -36 -3%
SWA
458
Sutton Wealth Advisors
Florida
$255K +$3.67K +14 +1%
RE
459
RBC Europe
United Kingdom
$255K – – –
KJHP
460
K.J. Harrison & Partners
Ontario, Canada
$254K – – –
AAM
461
Autus Asset Management
Arizona
$245K -$785 -3 -0.3%
RW
462
REDW Wealth
New Mexico
$244K +$3.93K +15 +2%
MBT
463
Montecito Bank & Trust
California
$243K -$30.1K -115 -11%
BIAS
464
Beacon Investment Advisory Services
New Jersey
$241K – – –
PIM
465
Penobscot Investment Management
Massachusetts
$240K – – –
LHC
466
Little House Capital
Massachusetts
$237K -$32.2K -123 -12%
FBB
467
Fulton Breakefield Broenniman
Maryland
$237K – – –
ECG
468
EPIQ Capital Group
California
$236K +$785 +3 +0.3%
Betterment LLC
469
Betterment LLC
New York
$236K +$242K +926 New
TNB
470
Thomasville National Bank
Georgia
$234K – – –
PFWA
471
Paces Ferry Wealth Advisors
Georgia
$233K -$2.36K -9 -1%
LFF
472
Level Four Financial
Texas
$233K – – –
WJWM
473
Williams Jones Wealth Management
New York
$232K – – –
HTHT
474
Hemenway Trust Hemenway Trust
New Hampshire
$229K -$52.4K -200 -18%
PIFP
475
Partners in Financial Planning
Virginia
$227K – – –