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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
526
N.E.W. Advisory Services
Wisconsin
$264K – – –
MA
527
MONECO Advisors
Connecticut
$264K – – –
OIA
528
OneDigital Investment Advisors
Kansas
$263K -$18.1K -71 -6%
FF
529
Fluent Financial
Texas
$263K +$2.81K +11 +1%
RRCM
530
Rappaport Reiches Capital Management
Illinois
$262K -$15.1K -59 -5%
PG
531
Patten Group
Tennessee
$262K -$3.83K -15 -1%
TI
532
Trexquant Investment
Connecticut
$262K -$181K -709 -40%
PIA
533
Perennial Investment Advisors
California
$262K +$273K +1,068 New
AIM
534
AHL Investment Management
Florida
$254K – – –
RWM
535
Rockwood Wealth Management
Pennsylvania
$254K – – –
OCPWS
536
One Charles Private Wealth Services
Massachusetts
$252K -$17.9K -70 -6%
DIA
537
Davidson Investment Advisors
Montana
$251K – – –
APP
538
Avantax Planning Partners
Iowa
$250K +$5.11K +20 +2%
BFO
539
Biltmore Family Office
North Carolina
$247K – – –
CAWM
540
Capital Advisors Wealth Management
Washington
$245K – – –
WMA
541
Wealth Management Associates
New Jersey
$245K – – –
LCGC
542
Legacy Capital Group California
California
$242K – – –
WLPWM
543
Walled Lake Planning & Wealth Management
Illinois
$242K +$1.02K +4 +0.4%
JC
544
Jacobs & Co
California
$240K – – –
Members Trust
545
Members Trust
Florida
$240K – – –
IA
546
IFP Advisors
Florida
$235K – – –
AFG
547
Altiora Financial Group
Ohio
$233K -$259K -1,013 -52%
LRIA
548
Leonard Rickey Investment Advisors
Washington
$232K – – –
PIM
549
Penobscot Investment Management
Massachusetts
$231K – – –
Qube Research & Technologies (QRT)
550
Qube Research & Technologies (QRT)
United Kingdom
$230K -$8.25M -32,307 -97%