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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
501
Apexium Financial
Texas
$245K +$272K +1,183 New
GWA
502
GGM Wealth Advisors
Maryland
$244K
CAM
503
Cubic Asset Management
Massachusetts
$237K
PL
504
Plancorp LLC
Missouri
$237K
LRIA
505
Leonard Rickey Investment Advisors
Washington
$235K
AIM
506
AHL Investment Management
Florida
$228K
OCPWS
507
One Charles Private Wealth Services
Massachusetts
$228K
MA
508
MONECO Advisors
Connecticut
$227K +$460 +2 +0.2%
KAM
509
Knightsbridge Asset Management
California
$226K -$134K -581 -35%
APP
510
Avantax Planning Partners
Iowa
$225K -$1.38K -6 -0.5%
RWP
511
Revolve Wealth Partners
New Jersey
$224K -$5.52K -24 -2%
BWM
512
Brickley Wealth Management
California
$223K -$690 -3 -0.3%
BAM
513
Berkshire Asset Management
Pennsylvania
$222K
MPCL
514
My Personal CFO LLC
Washington
$221K -$265K -1,153 -100%
BFPW
515
BOK Financial Private Wealth
Colorado
$220K -$55.7K -242 -19%
BFEC
516
Benjamin F. Edwards & Company
Missouri
$219K -$11.7K -51 -5%
AA
517
Addison Advisors
Vermont
$218K -$93.4K -406 -28%
VWA
518
V Wealth Advisors
Kansas
$218K -$57.5K -250 -19%
RWM
519
Rockwood Wealth Management
Pennsylvania
$218K -$230 -1 -0.1%
WA
520
WBH Advisory
Maryland
$217K
Members Trust
521
Members Trust
Florida
$216K
AUB
522
Atlantic Union Bankshares
Virginia
$214K
KPWS
523
Kestra Private Wealth Services
Texas
$211K +$2.76K +12 +1%
SWA
524
Sutton Wealth Advisors
Florida
$211K -$1.38K -6 -0.6%
WMA
525
Wealth Management Associates
New Jersey
$207K +$230K +1,000 New