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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LW
526
Linscomb Wealth
Texas
$434K -$3.02K -9 -0.7%
BWA
527
Burt Wealth Advisors
Maryland
$433K – – –
FAIM
528
Financial Advocates Investment Management
Washington
$431K – – –
EWM
529
Empirical Wealth Management
Washington
$429K -$15.4K -46 -3%
DT
530
Diversified Trust
Tennessee
$429K -$1.68K -5 -0.4%
AAM
531
Ackerman Asset Management
Maryland
$429K +$453K +1,350 New
QCG
532
Quadrant Capital Group
Ohio
$428K -$33.2K -99 -7%
Kovitz Investment Group Partners
533
Kovitz Investment Group Partners
Illinois
$427K +$18.1K +54 +4%
1CP
534
17 Capital Partners
Arizona
$425K +$20.8K +62 +5%
GVCM
535
Global View Capital Management
Wisconsin
$424K -$18.1K -54 -4%
MWM
536
Meridian Wealth Management
Kentucky
$420K – – –
GFWA
537
Grey Fox Wealth Advisors
Delaware
$419K +$161K +480 +57%
DA
538
Detalus Advisors
Missouri
$417K +$441K +1,314 New
FTWA
539
Fifth Third Wealth Advisors
Ohio
$412K -$490K -1,461 -53%
NCM
540
Noesis Capital Mangement
Florida
$409K +$431K +1,286 New
SWM
541
Shakespeare Wealth Management
Wisconsin
$401K – – –
FFA
542
Farther Finance Advisors
California
$394K -$1.26M -3,757 -75%
FAT
543
First American Trust
California
$393K – – –
CA
544
Crewe Advisors
Utah
$391K – – –
SFS
545
Summit Financial Strategies
Ohio
$391K – – –
LSA
546
Lion Street Advisors
Texas
$389K – – –
AF
547
Apexium Financial
Texas
$385K – – –
SCM
548
SOL Capital Management
Maryland
$384K – – –
AI
549
Auour Investments
Massachusetts
$380K – – –
CC
550
Cornerstone Capital
California
$379K -$86.5K -258 -18%