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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
476
Patriot Financial Group Insurance Agency
Massachusetts
$16K -$3.02K -17 -13%
POIA
477
Pin Oak Investment Advisors
Texas
$16K – – –
1IA
478
1834 Investment Advisors
Wisconsin
$15K – – –
WCG
479
Weaver Consulting Group
California
$15K – – –
CAAS
480
Capital Asset Advisory Services
Michigan
$14K +$15.8K +89 New
IA
481
Independence Advisors
Pennsylvania
$13K – – –
MAM
482
Marquette Asset Management
Minnesota
$12K – – –
GSWM
483
Golden State Wealth Management
California
$12K +$14.4K +81 New
APWM
484
Atlas Private Wealth Management
New York
$10K – – –
UFF
485
USA Financial Formulas
Michigan
$9K -$674K -3,786 -98%
JFGIW
486
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K – – –
Global Retirement Partners
487
Global Retirement Partners
California
$6K – – –
LFG
488
LifePlan Financial Group
Ohio
$6K – – –
WP
489
WealthShield Partners
North Carolina
$6K – – –
Heritage Wealth Advisors
490
Heritage Wealth Advisors
Virginia
$4.6K – – –
ACA
491
Atlas Capital Advisors
Wyoming
$4K – – –
CFFP
492
Center for Financial Planning
Michigan
$4K – – –
LS
493
Leelyn Smith
Illinois
$4K – – –
RCA
494
Ranch Capital Advisors
Florida
$2K – – –
DI
495
Disciplined Investments
Oklahoma
$2K +$2.13K +12 New
FMP
496
Financial Management Professionals
Texas
$1K – – –
WFWM
497
Wechter Feldman Wealth Management
New Jersey
– -$20.7M -109,935 Closed
O'Shaughnessy Asset Management
498
O'Shaughnessy Asset Management
Connecticut
– -$15.3M -81,365 Closed
SHIM
499
Stone House Investment Management
Pennsylvania
– -$14.8M -78,464 Closed
Park Avenue Securities
500
Park Avenue Securities
New York
– -$11.8M -62,740 Closed