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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RW
501
RVW Wealth
California
$441K -$25.7K -90 -6%
FRA
502
Frank Rimerman Advisors
California
$439K +$102K +358 +32%
CWM
503
Core Wealth Management
Florida
$425K +$2.28K +8 +0.6%
SWM
504
Shakespeare Wealth Management
Wisconsin
$425K +$67.3K +236 +20%
HTC
505
Haverford Trust Company
Pennsylvania
$420K – – –
CNB
506
Camden National Bank
Maine
$417K – – –
FAIM
507
Financial Advocates Investment Management
Washington
$412K -$9.98K -35 -2%
LWM
508
Lyell Wealth Management
California
$411K +$391K +1,370 New
DT
509
Diversified Trust
Tennessee
$411K +$285 +1 +0.1%
EIA
510
Eldridge Investment Advisors
New Hampshire
$409K -$5.71K -20 -1%
BTWM
511
Baker Tilly Wealth Management
Wisconsin
$399K -$132K -462 -26%
KWM
512
Kingsview Wealth Management
Oregon
$399K +$123K +432 +48%
California State Teachers Retirement System (CalSTRS)
513
California State Teachers Retirement System (CalSTRS)
California
$397K +$377K +1,323 New
MWM
514
Meridian Wealth Management
Kentucky
$396K – – –
GWM
515
Greenhouse Wealth Management
Connecticut
$394K -$97.3K -341 -21%
PAS
516
Park Avenue Securities
New York
$393K +$122K +428 +49%
HSA
517
HBK Sorce Advisory
Pennsylvania
$391K -$6.56K -23 -2%
ATPW
518
Ashton Thomas Private Wealth
Arizona
$391K -$6.85K -24 -2%
AWM
519
Accurate Wealth Management
Florida
$385K -$21.1K -74 -5%
WPA
520
West Paces Advisors
Georgia
$385K – – –
GC
521
Gould Capital
Washington
$381K -$8.56K -30 -2%
LSA
522
Lion Street Advisors
Texas
$370K – – –
JFGIW
523
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$369K -$50.2K -176 -13%
RMCM
524
Reynders McVeigh Capital Management
Massachusetts
$367K -$22.8K -80 -6%
RSWM
525
Robertson Stephens Wealth Management
California
$365K – – –