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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
526
Connecticut Wealth Management
Connecticut
$364K – – –
CAMG
527
CWA Asset Management Group
Florida
$363K – – –
SCM
528
SOL Capital Management
Maryland
$363K – – –
AI
529
Auour Investments
Massachusetts
$362K – – –
SCM
530
Sterneck Capital Management
Missouri
$360K – – –
PTC
531
Private Trust Company
Ohio
$360K – – –
WDL
532
Well Done LLC
Michigan
$356K -$861K -3,017 -72%
AF
533
Apexium Financial
Texas
$356K – – –
FCBT
534
First Citizens Bank & Trust
North Carolina
$353K -$279K -979 -45%
GRP
535
Global Retirement Partners
California
$349K +$57.1K +200 +21%
WCWM
536
Willow Creek Wealth Management
California
$348K – – –
PJSIMP
537
P.J. Schmidt Investment Management (PJS)
Wisconsin
$345K – – –
CAM
538
Cubic Asset Management
Massachusetts
$344K – – –
SCM
539
Sebold Capital Management
Illinois
$341K -$571 -2 -0.2%
RW
540
REDW Wealth
New Mexico
$334K – – –
KP
541
Keel Point
Alabama
$332K +$285 +1 +0.1%
RWP
542
Revolve Wealth Partners
New Jersey
$332K – – –
LFA
543
Lauterbach Financial Advisors
Texas
$328K +$285 +1 +0.1%
GWA
544
GGM Wealth Advisors
Maryland
$327K – – –
JJBC
545
James J. Burns & Company
New York
$327K – – –
RRCM
546
Rappaport Reiches Capital Management
Illinois
$326K +$16.5K +58 +6%
HI
547
Harbour Investments
Wisconsin
$325K – – –
PRA
548
Pine Ridge Advisers
New York
$325K – – –
MA
549
MONECO Advisors
Connecticut
$324K +$285 +1 +0.1%
OIA
550
OneDigital Investment Advisors
Kansas
$322K – – –