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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
601
Perennial Investment Advisors
California
$365K +$24K +62 +7%
NEWAS
602
N.E.W. Advisory Services
Wisconsin
$364K – – –
JC
603
Jacobs & Co
California
$364K – – –
APP
604
Avantax Planning Partners
Iowa
$362K -$380K -983 -50%
DIP
605
DT Investment Partners
Pennsylvania
$361K – – –
Members Trust
606
Members Trust
Florida
$361K – – –
RFC
607
Regions Financial Corp
Alabama
$355K – – –
AFG
608
Altiora Financial Group
Ohio
$353K -$5.42K -14 -1%
BHFP
609
Blom & Howell Financial Planning
California
$350K -$1.55K -4 -0.4%
EIA
610
Eldridge Investment Advisors
New Hampshire
$350K – – –
CC
611
Cornerstone Capital
California
$346K -$9.67K -25 -3%
TPF
612
Tribridge Partners Financial
Maryland
$343K – – –
KAS
613
KPP Advisory Services
Kentucky
$341K – – –
GSEP
614
Golden State Equity Partners
California
$338K +$120K +309 +51%
NL
615
NWAM LLC
Washington
$337K – – –
LWM
616
Lyell Wealth Management
California
$334K -$96.7K -250 -22%
KNW
617
Kesler Norman & Wride
Utah
$334K – – –
MWP
618
Meridian Wealth Partners
Pennsylvania
$330K +$10.8K +28 +3%
AF
619
Advisornet Financial
Minnesota
$328K +$387 +1 +0.1%
CSF
620
Capital Squared Financial
Maryland
$327K +$387 +1 +0.1%
NG
621
Navigation Group
California
$325K +$339K +876 New
CCM
622
Chilton Capital Management
Texas
$324K -$63.8K -165 -16%
BFG
623
Broussard Financial Group
Louisiana
$324K -$44.1K -114 -12%
SCM
624
Schnieders Capital Management
California
$320K – – –
KFAS
625
Keating Financial Advisory Services
Kansas
$317K – – –