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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JJBC
551
James J. Burns & Company
New York
$359K – – –
LFA
552
Lauterbach Financial Advisors
Texas
$358K – – –
PRA
553
Pine Ridge Advisers
New York
$354K – – –
MA
554
MONECO Advisors
Connecticut
$354K +$630 +2 +0.2%
PIA
555
Perennial Investment Advisors
California
$350K +$315 +1 +0.1%
PG
556
Patten Group
Tennessee
$350K – – –
OWA
557
Outlook Wealth Advisors
Texas
$349K – – –
AIA
558
Alternative Investment Advisors
Florida
$346K +$1.26K +4 +0.4%
RRCM
559
Rappaport Reiches Capital Management
Illinois
$345K -$10.4K -33 -3%
HI
560
Harbour Investments
Wisconsin
$344K -$32.1K -102 -9%
PL
561
Plancorp LLC
Missouri
$340K – – –
RWM
562
Rockwood Wealth Management
Pennsylvania
$339K – – –
WLPWM
563
Walled Lake Planning & Wealth Management
Illinois
$336K +$944 +3 +0.3%
DIA
564
Davidson Investment Advisors
Montana
$335K – – –
AWAG
565
ARS Wealth Advisors Group
Florida
$333K – – –
KJHP
566
K.J. Harrison & Partners
Ontario, Canada
$329K – – –
BFO
567
Biltmore Family Office
North Carolina
$328K – – –
AssetMark Inc
568
AssetMark Inc
California
$328K +$238K +757 +305%
LA
569
LM Advisors
California
$327K – – –
CAWM
570
Capital Advisors Wealth Management
Washington
$327K – – –
WMA
571
Wealth Management Associates
New Jersey
$327K – – –
HCA
572
Heck Capital Advisors
Wisconsin
$327K +$315K +1,000 New
NEWAS
573
N.E.W. Advisory Services
Wisconsin
$325K -$6.29K -20 -2%
LCGC
574
Legacy Capital Group California
California
$322K – – –
RFC
575
Regions Financial Corp
Alabama
$321K -$184K -585 -37%