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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZCA
476
Zeke Capital Advisors
Pennsylvania
$351K – – –
Meridian Wealth Management
477
Meridian Wealth Management
Kentucky
$350K – – –
WCWM
478
Willow Creek Wealth Management
California
$350K – – –
CSPIA
479
Cary Street Partners Investment Advisory
Virginia
$349K +$341K +1,257 New
PCG
480
Private Capital Group
Connecticut
$339K +$17.6K +65 +6%
BA
481
Bluesphere Advisors
Pennsylvania
$334K +$14.9K +55 +5%
MPCL
482
My Personal CFO LLC
Washington
$334K +$326K +1,204 New
NEGWA
483
New England Guild Wealth Advisors
Connecticut
$329K – – –
Oppenheimer & Co
484
Oppenheimer & Co
New York
$327K +$813 +3 +0.3%
LRIA
485
Leonard Rickey Investment Advisors
Washington
$323K – – –
CAM
486
Campion Asset Management
Virginia
$319K +$6.23K +23 +2%
CAM
487
Cubic Asset Management
Massachusetts
$318K – – –
Plancorp LLC
488
Plancorp LLC
Missouri
$317K – – –
FCFS
489
First Command Financial Services
Texas
$316K – – –
MA
490
MONECO Advisors
Connecticut
$313K -$13.8K -51 -4%
BWA
491
Burt Wealth Advisors
Maryland
$312K -$8.13K -30 -3%
Forum Financial Management
492
Forum Financial Management
Illinois
$312K +$304K +1,123 New
AA
493
Addison Advisors
Vermont
$309K +$190K +701 +171%
AIM
494
AHL Investment Management
Florida
$306K +$299K +1,102 New
OCPWS
495
One Charles Private Wealth Services
Massachusetts
$305K – – –
Avantax Planning Partners
496
Avantax Planning Partners
Iowa
$304K +$20.6K +76 +7%
BWM
497
BT Wealth Management
Georgia
$302K -$11.4K -42 -4%
Integrated Wealth Concepts
498
Integrated Wealth Concepts
Massachusetts
$297K -$55.3K -204 -16%
WGAM
499
Wilkinson Global Asset Management
New York
$293K -$78.6K -290 -22%
Spire Wealth Management
500
Spire Wealth Management
Virginia
$293K -$36.8K -136 -11%