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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
601
Williams Jones Wealth Management
New York
$258K – – –
CG
602
CFO4Life Group
Texas
$254K – – –
KWS
603
Keystone Wealth Services
California
$254K – – –
GWSG
604
GPS Wealth Strategies Group
Colorado
$253K +$11.3K +38 +5%
TW
605
TritonPoint Wealth
Maryland
$253K -$13.1K -44 -5%
VCM
606
Versant Capital Management
Arizona
$252K – – –
EFMC
607
Empire Financial Management Company
New York
$252K +$27.5K +92 +13%
AIA
608
Arbor Investment Advisors
North Carolina
$250K – – –
SIG
609
Sargent Investment Group
Maryland
$250K +$242K +810 New
Russell Investments Group
610
Russell Investments Group
United Kingdom
$248K +$175K +588 +275%
OCPWS
611
One Charles Private Wealth Services
Massachusetts
$247K -$9.55K -32 -4%
CGPCS
612
Capital Group Private Client Services
California
$247K – – –
CIM
613
CIM Investment Management
Pennsylvania
$244K -$20.3K -68 -8%
VHAM
614
Van Hulzen Asset Management
California
$244K +$28.9K +97 +14%
AIM
615
Anchor Investment Management
South Carolina
$244K +$9.85K +33 +4%
CAM
616
Campion Asset Management
Virginia
$242K -$5.67K -19 -2%
SA
617
Strategic Advocates
Utah
$242K -$74.6K -250 -24%
FFG
618
Frisch Financial Group
New York
$242K – – –
SWM
619
Silverlake Wealth Management
Vermont
$242K – – –
PFG
620
Prosperity Financial Group
California
$242K – – –
AWM
621
Apollon Wealth Management
South Carolina
$241K +$4.78K +16 +2%
SL
622
Salomon & Ludwin
Virginia
$240K +$3.58K +12 +2%
CWG
623
Cornerstone Wealth Group
North Carolina
$240K -$1.79K -6 -0.8%
SPFA
624
Summit Place Financial Advisors
New Jersey
$239K – – –
AIM
625
AHL Investment Management
Florida
$237K -$50.4K -169 -18%