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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
476
Steward Partners Investment Advisory
New York
$283K – – –
Simplex Trading
477
Simplex Trading
Illinois
$283K +$309K +1,303 New
GA
478
Greenspring Advisors
Maryland
$281K – – –
PS
479
Portfolio Solutions
Michigan
$281K – – –
RC
480
RegentAtlantic Capital
New Jersey
$278K – – –
AAS
481
Ameritas Advisory Services
Nebraska
$277K – – –
OWA
482
Outlook Wealth Advisors
Texas
$277K – – –
PWM
483
Perigon Wealth Management
California
$277K – – –
MWM
484
Meridian Wealth Management
Kentucky
$277K +$3.08K +13 +1%
DIA
485
Davidson Investment Advisors
Montana
$277K +$59.2K +250 +24%
SWM
486
Shakespeare Wealth Management
Wisconsin
$270K +$18.9K +80 +7%
PG
487
Patten Group
Tennessee
$269K – – –
CAWM
488
Capital Advisors Wealth Management
Washington
$267K +$291K +1,228 New
BFA
489
Beacon Financial Advisory
Ohio
$266K +$710 +3 +0.2%
WCWM
490
Willow Creek Wealth Management
California
$265K -$9.95K -42 -3%
SCM
491
Sterneck Capital Management
Missouri
$261K -$23.7K -100 -8%
FHA
492
Flagship Harbor Advisors
Massachusetts
$261K – – –
PTC
493
Private Trust Company
Ohio
$261K +$284K +1,200 New
NEGWA
494
New England Guild Wealth Advisors
Connecticut
$258K – – –
MPCL
495
My Personal CFO LLC
Washington
$251K – – –
CIA
496
Caerus Investment Advisors
Texas
$251K +$273K +1,155 New
CAM
497
Cubic Asset Management
Massachusetts
$249K – – –
PL
498
Plancorp LLC
Missouri
$249K – – –
LRIA
499
Leonard Rickey Investment Advisors
Washington
$247K – – –
BFEC
500
Benjamin F. Edwards & Company
Missouri
$242K – – –