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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWP
551
Daymark Wealth Partners
Ohio
$377K – – –
RSWM
552
Robertson Stephens Wealth Management
California
$371K – – –
Betterment LLC
553
Betterment LLC
New York
$369K -$571K -1,703 -59%
GWA
554
GGM Wealth Advisors
Maryland
$368K +$13.4K +40 +4%
WCWM
555
Willow Creek Wealth Management
California
$367K +$15.1K +45 +4%
LWM
556
Lyell Wealth Management
California
$365K – – –
PJSIMP
557
P.J. Schmidt Investment Management (PJS)
Wisconsin
$365K – – –
HCA
558
Heck Capital Advisors
Wisconsin
$364K -$286K -853 -43%
JFGIW
559
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$362K – – –
VCP
560
Verus Capital Partners
Arizona
$362K -$10.1K -30 -3%
CAG
561
Csenge Advisory Group
Florida
$361K +$405K +1,209 New
HSA
562
HBK Sorce Advisory
Pennsylvania
$361K -$39.9K -119 -9%
FF
563
Fluent Financial
Texas
$356K +$7.71K +23 +2%
RWP
564
Revolve Wealth Partners
New Jersey
$351K – – –
MG
565
Mather Group
Illinois
$350K – – –
RMCM
566
Reynders McVeigh Capital Management
Massachusetts
$350K – – –
JJBC
567
James J. Burns & Company
New York
$349K – – –
MPW
568
Magnolia Private Wealth
Pennsylvania
$348K – – –
LFA
569
Lauterbach Financial Advisors
Texas
$348K – – –
PRA
570
Pine Ridge Advisers
New York
$344K – – –
OWA
571
Outlook Wealth Advisors
Texas
$339K – – –
AIA
572
Alternative Investment Advisors
Florida
$339K +$1.01K +3 +0.3%
TR
573
Tepp RIA
New Jersey
$338K -$218K -651 -38%
IA
574
IFP Advisors
Florida
$336K +$9.72K +29 +3%
MA
575
MONECO Advisors
Connecticut
$335K -$8.05K -24 -2%