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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FRA
501
Frank Rimerman Advisors
California
$260K +$255K +1,105 New
AIM
502
AHL Investment Management
Florida
$259K
JJBC
503
James J. Burns & Company
New York
$259K
OCPWS
504
One Charles Private Wealth Services
Massachusetts
$259K
PG
505
Patten Group
Tennessee
$255K
PRA
506
Pine Ridge Advisers
New York
$255K
RWP
507
Revolve Wealth Partners
New Jersey
$255K
SCM
508
Sebold Capital Management
Illinois
$254K
MA
509
MONECO Advisors
Connecticut
$253K -$5.77K -25 -2%
OIA
510
OneDigital Investment Advisors
Kansas
$253K
Wealth Enhancement Advisory Services
511
Wealth Enhancement Advisory Services
Minnesota
$250K +$245K +1,061 New
AWM
512
Apollon Wealth Management
South Carolina
$249K +$244K +1,059 New
VWA
513
V Wealth Advisors
Kansas
$248K
FF
514
Fluent Financial
Texas
$246K +$923 +4 +0.4%
RWM
515
Rockwood Wealth Management
Pennsylvania
$244K -$3.23K -14 -1%
IA
516
IFP Advisors
Florida
$243K -$3.6M -15,591 -91%
DIA
517
Davidson Investment Advisors
Montana
$241K -$534K -2,315 -69%
GA
518
Greenspring Advisors
Maryland
$241K
Simplex Trading
519
Simplex Trading
Illinois
$239K -$250K -1,085 -52%
CWM
520
Congress Wealth Management
Massachusetts
$239K -$331K -1,435 -59%
LFAS
521
Level Four Advisory Services
Texas
$238K +$7.62K +33 +3%
BFO
522
Biltmore Family Office
North Carolina
$237K +$232K +1,005 New
FCB
523
First Command Bank
Texas
$236K
FCFS
524
First Command Financial Services
Texas
$236K
CAWM
525
Capital Advisors Wealth Management
Washington
$235K