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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MHC
551
May Hill Capital
Massachusetts
$478K +$481K +1,429 New
PFS
552
Prospera Financial Services
Texas
$478K -$285K -846 -37%
TPCW
553
TD Private Client Wealth
New York
$474K +$475K +1,410 +17,625%
EAM
554
Evanson Asset Management
California
$470K – – –
CWM
555
Core Wealth Management
Florida
$470K -$3.37K -10 -0.7%
HTC
556
Haverford Trust Company
Pennsylvania
$468K – – –
EWM
557
Empirical Wealth Management
Washington
$467K – – –
GVCM
558
Global View Capital Management
Wisconsin
$463K +$467K +1,388 New
LW
559
Linscomb Wealth
Texas
$460K +$13.8K +41 +3%
BWA
560
Burt Wealth Advisors
Maryland
$456K -$115K -343 -20%
FAIM
561
Financial Advocates Investment Management
Washington
$453K – – –
DT
562
Diversified Trust
Tennessee
$453K +$673 +2 +0.1%
BCWM
563
Bartlett & Co Wealth Management
Ohio
$443K – – –
MWM
564
Meridian Wealth Management
Kentucky
$442K – – –
GWM
565
Greenhouse Wealth Management
Connecticut
$439K – – –
Kovitz Investment Group Partners
566
Kovitz Investment Group Partners
Illinois
$431K -$58.6K -174 -12%
GC
567
Gould Capital
Washington
$431K +$33.3K +99 +8%
1CP
568
17 Capital Partners
Arizona
$426K +$1.35K +4 +0.3%
ClearBridge Investments
569
ClearBridge Investments
New York
$423K +$426K +1,266 New
SWM
570
Spire Wealth Management
Virginia
$423K -$102K -304 -19%
SWM
571
Shakespeare Wealth Management
Wisconsin
$422K – – –
HSA
572
HBK Sorce Advisory
Pennsylvania
$419K -$16.5K -49 -4%
OIA
573
OneDigital Investment Advisors
Kansas
$419K -$121K -360 -22%
AI
574
Auour Investments
Massachusetts
$416K – – –
FAT
575
First American Trust
California
$414K -$9.76K -29 -2%