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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIM
551
Penobscot Investment Management
Massachusetts
$240K – – –
PFWA
552
Paces Ferry Wealth Advisors
Georgia
$236K +$481 +2 +0.2%
TNB
553
Thomasville National Bank
Georgia
$234K – – –
CAM
554
Campion Asset Management
Virginia
$233K – – –
WJWM
555
Williams Jones Wealth Management
New York
$232K – – –
LHC
556
Little House Capital
Massachusetts
$231K +$218K +906 New
PFBT
557
Parkside Financial Bank & Trust
Missouri
$229K +$481 +2 +0.2%
KWS
558
Keystone Wealth Services
California
$229K – – –
ST
559
Sabal Trust
Florida
$228K – – –
CIM
560
CIM Investment Management
Pennsylvania
$228K -$20.4K -85 -9%
ACI
561
Alpha Cubed Investments
California
$228K +$3.61K +15 +2%
PIFP
562
Partners in Financial Planning
Virginia
$227K – – –
GWSG
563
GPS Wealth Strategies Group
Colorado
$225K +$30.3K +126 +17%
BFEC
564
Benjamin F. Edwards & Company
Missouri
$225K – – –
DT
565
Diversified Trust
Tennessee
$225K +$721 +3 +0.3%
HI
566
Harbour Investments
Wisconsin
$224K – – –
AF
567
Advisornet Financial
Minnesota
$223K – – –
PCMF
568
Private Capital Management (Florida)
Florida
$222K – – –
RAG
569
RIA Advisory Group
Iowa
$218K -$20.7K -86 -9%
FBB
570
Fulton Breakefield Broenniman
Maryland
$218K – – –
Financial Engines Advisors
571
Financial Engines Advisors
California
$214K +$202K +840 New
AIA
572
Arbor Investment Advisors
North Carolina
$206K +$195K +811 New
WA
573
WBH Advisory
Maryland
$206K +$195K +810 New
Vanguard Personalized Indexing Management
574
Vanguard Personalized Indexing Management
California
$201K +$190K +790 New
SWA
575
Sutton Wealth Advisors
Florida
$201K – – –