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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
501
Madison Wealth Management
Ohio
$314K – – –
EIA
502
Eldridge Investment Advisors
New Hampshire
$314K -$18.9K -85 -6%
CPFP
503
Clear Perspectives Financial Planning
Ohio
$310K – – –
HTC
504
Haverford Trust Company
Pennsylvania
$309K – – –
BIC
505
Beach Investment Counsel
Pennsylvania
$308K – – –
SIA
506
Schechter Investment Advisors
Michigan
$307K – – –
CNB
507
Camden National Bank
Maine
$307K – – –
FAT
508
First American Trust
California
$307K +$309K +1,392 New
FAIM
509
Financial Advocates Investment Management
Washington
$306K – – –
CWA
510
CM Wealth Advisors
Ohio
$305K -$119K -536 -28%
Financial Engines Advisors
511
Financial Engines Advisors
California
$304K +$306K +1,377 New
ATPW
512
Ashton Thomas Private Wealth
Arizona
$303K +$2.22K +10 +0.7%
DFC
513
DBK Financial Counsel
Ohio
$301K -$56.9K -256 -16%
FWCM
514
Ferguson Wellman Capital Management
Oregon
$298K +$444 +2 +0.1%
NEWAS
515
N.E.W. Advisory Services
Wisconsin
$298K +$2K +9 +0.7%
KJHP
516
K.J. Harrison & Partners
Ontario, Canada
$296K – – –
SPIA
517
Steward Partners Investment Advisory
New York
$294K – – –
B
518
Bensler
Washington
$293K +$295K +1,327 New
SCM
519
SOL Capital Management
Maryland
$291K – – –
AP
520
Appleton Partners
Massachusetts
$289K – – –
NA
521
NewEdge Advisors
Louisiana
$289K +$312K +1,402 New
OWA
522
Outlook Wealth Advisors
Texas
$281K – – –
MWM
523
Meridian Wealth Management
Kentucky
$280K -$889 -4 -0.3%
RSWM
524
Robertson Stephens Wealth Management
California
$273K -$568K -2,555 -67%
HT
525
HighTower Trust
Texas
$271K – – –