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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
551
Daybright Advisory Services
Florida
$519K +$515K +1,341 New
MWM
552
Meridian Wealth Management
Kentucky
$511K
MFIM
553
Mesirow Financial Investment Management
Illinois
$510K -$35.7K -93 -7%
GFWA
554
Grey Fox Wealth Advisors
Delaware
$510K
PJSIMP
555
P.J. Schmidt Investment Management (PJS)
Wisconsin
$509K
DA
556
Detalus Advisors
Missouri
$508K
GWM
557
Greenhouse Wealth Management
Connecticut
$487K -$20K -52 -4%
Thrivent Financial for Lutherans
558
Thrivent Financial for Lutherans
Minnesota
$487K +$185K +482 +62%
CWA
559
CM Wealth Advisors
Ohio
$484K -$7.29K -19 -1%
SFS
560
Summit Financial Strategies
Ohio
$477K
IA
561
Integrity Alliance
Iowa
$474K +$470K +1,225 New
CA
562
Crewe Advisors
Utah
$471K
SCM
563
SOL Capital Management
Maryland
$468K
AI
564
Auour Investments
Massachusetts
$467K
FBB
565
Fulton Breakefield Broenniman
Maryland
$467K -$115K -300 -20%
FWCM
566
Ferguson Wellman Capital Management
Oregon
$465K -$83.3K -217 -15%
MWM
567
Madrid Wealth Management
New Mexico
$464K +$461K +1,200 New
Betterment LLC
568
Betterment LLC
New York
$464K +$22.3K +58 +5%
PL
569
Plancorp LLC
Missouri
$459K
DWP
570
Daymark Wealth Partners
Ohio
$458K
SWM
571
Shakespeare Wealth Management
Wisconsin
$458K -$19.2K -50 -4%
HI
572
Harbour Investments
Wisconsin
$452K +$83.7K +218 +23%
LWM
573
Lyell Wealth Management
California
$445K
WJWM
574
Williams Jones Wealth Management
New York
$445K
RSWM
575
Robertson Stephens Wealth Management
California
$445K +$384 +1 +0.1%