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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
476
N.E.W. Advisory Services
Wisconsin
$278K – – –
SPIA
477
Steward Partners Investment Advisory
New York
$276K +$6.9K +30 +2%
TFS
478
TrustCore Financial Services
Tennessee
$275K -$477K -2,074 -61%
SCM
479
SOL Capital Management
Maryland
$273K – – –
HSA
480
HBK Sorce Advisory
Pennsylvania
$272K +$77.7K +338 +35%
AP
481
Appleton Partners
Massachusetts
$271K – – –
BO
482
BRR OpCo
Ohio
$269K – – –
GA
483
Greenspring Advisors
Maryland
$269K – – –
JJBC
484
James J. Burns & Company
New York
$269K +$299K +1,298 New
PS
485
Portfolio Solutions
Michigan
$268K – – –
RC
486
RegentAtlantic Capital
New Jersey
$265K – – –
MWM
487
Meridian Wealth Management
Kentucky
$264K – – –
OWA
488
Outlook Wealth Advisors
Texas
$264K – – –
PWM
489
Perigon Wealth Management
California
$264K – – –
AAS
490
Ameritas Advisory Services
Nebraska
$264K +$230 +1 +0.1%
BAAM
491
Baker Avenue Asset Management
California
$258K +$287K +1,246 New
HT
492
HighTower Trust
Texas
$258K +$287K +1,247 New
OA
493
Oxbow Advisors
Texas
$256K -$185K -805 -39%
SWM
494
Shakespeare Wealth Management
Wisconsin
$255K – – –
CAWM
495
Capital Advisors Wealth Management
Washington
$254K – – –
WCWM
496
Willow Creek Wealth Management
California
$253K – – –
PG
497
Patten Group
Tennessee
$250K -$2.99K -13 -1%
FHA
498
Flagship Harbor Advisors
Massachusetts
$249K – – –
SCM
499
Sterneck Capital Management
Missouri
$249K – – –
PTC
500
Private Trust Company
Ohio
$248K – – –