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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
551
Sequoia Financial Advisors
Ohio
$219K +$217K +837 New
PIA
552
Perennial Investment Advisors
California
$214K -$9.06K -35 -4%
AIA
553
Arbor Investment Advisors
North Carolina
$213K – – –
TC
554
Titleist Capital
Texas
$213K +$2.33K +9 +1%
CBN
555
Cadence Bank NA
Texas
$213K +$210K +810 New
HA
556
Harfst & Associates
Wyoming
$209K -$259 -1 -0.1%
VHAM
557
Van Hulzen Asset Management
California
$209K – – –
AA
558
Auxano Advisors
Washington
$206K -$2.59K -10 -1%
GSAM
559
Grant Street Asset Management
Pennsylvania
$206K -$518 -2 -0.3%
JWM
560
JFG Wealth Management
Colorado
$206K +$203K +785 New
SWM
561
Silverlake Wealth Management
Vermont
$205K -$65.8K -254 -24%
OC
562
Oppenheimer & Co
New York
$205K -$103K -398 -34%
FFG
563
Frisch Financial Group
New York
$205K +$203K +783 New
HH
564
Hilltop Holdings
Texas
$203K +$1.55K +6 +0.8%
T. Rowe Price Associates
565
T. Rowe Price Associates
Maryland
$200K – – –
LWCFA
566
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$190K – – –
TF
567
Tompkins Financial
New York
$185K +$35.2K +136 +24%
AIM
568
Acropolis Investment Management
Missouri
$184K – – –
TPCW
569
TD Private Client Wealth
New York
$170K +$168K +648 New
NOI
570
Newton One Investments
Delaware
$165K – – –
SWM
571
Sugarloaf Wealth Management
Georgia
$163K +$259 +1 +0.2%
HNB
572
Huntington National Bank
Ohio
$155K – – –
TIM
573
Tortoise Investment Management
New York
$154K – – –
GWSG
574
GPS Wealth Strategies Group
Colorado
$147K +$115K +443 +372%
AFG
575
Albion Financial Group
Utah
$146K – – –