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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWS
601
Keystone Wealth Services
California
$246K – – –
GWSG
602
GPS Wealth Strategies Group
Colorado
$245K +$2.81K +11 +1%
KWM
603
Kingsview Wealth Management
Oregon
$245K -$10.7K -42 -4%
MFIM
604
Mesirow Financial Investment Management
Illinois
$245K +$228K +895 New
ST
605
Sabal Trust
Florida
$245K – – –
PIFP
606
Partners in Financial Planning
Virginia
$244K – – –
ACI
607
Alpha Cubed Investments
California
$244K – – –
CAM
608
Campion Asset Management
Virginia
$242K -$9.94K -39 -4%
AF
609
Advisornet Financial
Minnesota
$242K +$1.78K +7 +0.8%
PAS
610
Park Avenue Securities
New York
$241K +$225K +881 New
PCMF
611
Private Capital Management (Florida)
Florida
$239K – – –
1CP
612
17 Capital Partners
Arizona
$238K +$222K +869 New
FCAS
613
First Command Advisory Services
Texas
$237K – – –
CIM
614
CIM Investment Management
Pennsylvania
$235K – – –
FBB
615
Fulton Breakefield Broenniman
Maryland
$234K – – –
SWPG
616
Strategic Wealth Partners Group
Illinois
$233K +$217K +850 New
OCPWS
617
One Charles Private Wealth Services
Massachusetts
$231K -$47.4K -186 -18%
WJWM
618
Williams Jones Wealth Management
New York
$229K -$19.1K -75 -8%
FA
619
Fermata Advisors
California
$228K -$9.18K -36 -4%
CG
620
CFO4Life Group
Texas
$226K +$210K +824 New
VCM
621
Versant Capital Management
Arizona
$224K – – –
AIA
622
Arbor Investment Advisors
North Carolina
$222K +$207K +811 New
CGPCS
623
Capital Group Private Client Services
California
$219K +$204K +800 New
Qube Research & Technologies (QRT)
624
Qube Research & Technologies (QRT)
United Kingdom
$219K -$36K -141 -15%
SWM
625
Silverlake Wealth Management
Vermont
$214K +$200K +783 New