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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
551
Betterment LLC
New York
$369K -$571K -1,703 -59%
GWA
552
GGM Wealth Advisors
Maryland
$368K +$13.4K +40 +4%
WCWM
553
Willow Creek Wealth Management
California
$367K +$15.1K +45 +4%
LWM
554
Lyell Wealth Management
California
$365K
PJSIMP
555
P.J. Schmidt Investment Management (PJS)
Wisconsin
$365K
HCA
556
Heck Capital Advisors
Wisconsin
$364K -$286K -853 -43%
JFGIW
557
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$362K
VCP
558
Verus Capital Partners
Arizona
$362K -$10.1K -30 -3%
CAG
559
Csenge Advisory Group
Florida
$361K +$405K +1,209 New
HSA
560
HBK Sorce Advisory
Pennsylvania
$361K -$39.9K -119 -9%
FF
561
Fluent Financial
Texas
$356K +$7.71K +23 +2%
RWP
562
Revolve Wealth Partners
New Jersey
$351K
MG
563
Mather Group
Illinois
$350K
RMCM
564
Reynders McVeigh Capital Management
Massachusetts
$350K
JJBC
565
James J. Burns & Company
New York
$349K
MPW
566
Magnolia Private Wealth
Pennsylvania
$348K
LFA
567
Lauterbach Financial Advisors
Texas
$348K
PRA
568
Pine Ridge Advisers
New York
$344K
OWA
569
Outlook Wealth Advisors
Texas
$339K
AIA
570
Alternative Investment Advisors
Florida
$339K +$1.01K +3 +0.3%
TR
571
Tepp RIA
New Jersey
$338K -$218K -651 -38%
IA
572
IFP Advisors
Florida
$336K +$9.72K +29 +3%
MA
573
MONECO Advisors
Connecticut
$335K -$8.05K -24 -2%
AWM
574
Accurate Wealth Management
Florida
$335K -$32.9K -98 -8%
PIA
575
Perennial Investment Advisors
California
$334K +$335 +1 +0.1%