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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
551
Ackerman Asset Management
Maryland
$522K – – –
DAS
552
Daybright Advisory Services
Florida
$519K +$515K +1,341 New
Meridian Wealth Management
553
Meridian Wealth Management
Kentucky
$511K – – –
Mesirow Financial Investment Management
554
Mesirow Financial Investment Management
Illinois
$510K -$35.7K -93 -7%
GFWA
555
Grey Fox Wealth Advisors
Delaware
$510K – – –
PJSIMP
556
P.J. Schmidt Investment Management (PJS)
Wisconsin
$509K – – –
DA
557
Detalus Advisors
Missouri
$508K – – –
GWM
558
Greenhouse Wealth Management
Connecticut
$487K -$20K -52 -4%
Thrivent Financial for Lutherans
559
Thrivent Financial for Lutherans
Minnesota
$487K +$185K +482 +62%
CWA
560
CM Wealth Advisors
Ohio
$484K -$7.29K -19 -1%
SFS
561
Summit Financial Strategies
Ohio
$477K – – –
IA
562
Integrity Alliance
Iowa
$474K +$470K +1,225 New
CA
563
Crewe Advisors
Utah
$471K – – –
SCM
564
SOL Capital Management
Maryland
$468K – – –
AI
565
Auour Investments
Massachusetts
$467K – – –
FBB
566
Fulton Breakefield Broenniman
Maryland
$467K -$115K -300 -20%
Ferguson Wellman Capital Management
567
Ferguson Wellman Capital Management
Oregon
$465K -$83.3K -217 -15%
MWM
568
Madrid Wealth Management
New Mexico
$464K +$461K +1,200 New
Betterment LLC
569
Betterment LLC
New York
$464K +$22.3K +58 +5%
Plancorp LLC
570
Plancorp LLC
Missouri
$459K – – –
Daymark Wealth Partners
571
Daymark Wealth Partners
Ohio
$458K – – –
SWM
572
Shakespeare Wealth Management
Wisconsin
$458K -$19.2K -50 -4%
Harbour Investments
573
Harbour Investments
Wisconsin
$452K +$83.7K +218 +23%
LWM
574
Lyell Wealth Management
California
$445K – – –
Williams Jones Wealth Management
575
Williams Jones Wealth Management
New York
$445K – – –