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iShares Russell 3000 ETF
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IFAM
501
Institutional & Family Asset Management
Fort Collins,
Colorado
| – | -$150K | -1,019 | Closed |
|
|
KPW
502
Kore Private Wealth
New York
| – | -$95K | -650 | Closed |
|
|
JA
503
JOYN Advisors
Atlanta,
Georgia
| – | -$86K | -582 | Closed |
|
|
HPC
504
HM Payson & Co
Portland,
Maine
| – | -$57K | -389 | Closed |
|
505
Chevy Chase Trust
Bethesda,
Maryland
| – | -$55K | -375 | Closed |
|
|
MOS
506
MGO One Seven
Beachwood,
Ohio
| – | -$52K | -355 | Closed |
|
|
AF
507
Arrow Financial
Glens Falls,
New York
| – | -$29K | -200 | Closed |
|
|
DWM
508
Doyle Wealth Management
St. Petersburg,
Florida
| – | -$22K | -150 | Closed |
|
|
FFW
509
Fusion Family Wealth
Woodbury,
New York
| – | -$6K | -40 | Closed |
|
|
BOPW
510
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| – | -$4K | -31 | Closed |
|
|
GI
511
Gradient Investments
Arden Hills,
Minnesota
| – | -$3K | -19 | Closed |
|
|
RFM
512
Royal Fund Management
Lady Lake,
Florida
| – | +$481 | +3 | New |
|