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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
$276K +$6.9K +30 +2%
TFS
477
TrustCore Financial Services
Tennessee
$275K -$477K -2,074 -61%
SCM
478
SOL Capital Management
Maryland
$273K
HSA
479
HBK Sorce Advisory
Pennsylvania
$272K +$77.7K +338 +35%
AP
480
Appleton Partners
Massachusetts
$271K
BO
481
BRR OpCo
Ohio
$269K
GA
482
Greenspring Advisors
Maryland
$269K
JJBC
483
James J. Burns & Company
New York
$269K +$299K +1,298 New
PS
484
Portfolio Solutions
Michigan
$268K
RC
485
RegentAtlantic Capital
New Jersey
$265K
MWM
486
Meridian Wealth Management
Kentucky
$264K
OWA
487
Outlook Wealth Advisors
Texas
$264K
PWM
488
Perigon Wealth Management
California
$264K
AAS
489
Ameritas Advisory Services
Nebraska
$264K +$230 +1 +0.1%
BAAM
490
Baker Avenue Asset Management
California
$258K +$287K +1,246 New
HT
491
HighTower Trust
Texas
$258K +$287K +1,247 New
OA
492
Oxbow Advisors
Texas
$256K -$185K -805 -39%
SWM
493
Shakespeare Wealth Management
Wisconsin
$255K
CAWM
494
Capital Advisors Wealth Management
Washington
$254K
WCWM
495
Willow Creek Wealth Management
California
$253K
PG
496
Patten Group
Tennessee
$250K -$2.99K -13 -1%
FHA
497
Flagship Harbor Advisors
Massachusetts
$249K
SCM
498
Sterneck Capital Management
Missouri
$249K
PTC
499
Private Trust Company
Ohio
$248K
NEGWA
500
New England Guild Wealth Advisors
Connecticut
$245K