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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
601
N.E.W. Advisory Services
Wisconsin
$364K
JC
602
Jacobs & Co
California
$364K
APP
603
Avantax Planning Partners
Iowa
$362K -$380K -983 -50%
DIP
604
DT Investment Partners
Pennsylvania
$361K
Members Trust
605
Members Trust
Florida
$361K
RFC
606
Regions Financial Corp
Alabama
$355K
AFG
607
Altiora Financial Group
Ohio
$353K -$5.42K -14 -1%
BHFP
608
Blom & Howell Financial Planning
California
$350K -$1.55K -4 -0.4%
EIA
609
Eldridge Investment Advisors
New Hampshire
$350K
CC
610
Cornerstone Capital
California
$346K -$9.67K -25 -3%
TPF
611
Tribridge Partners Financial
Maryland
$343K
KAS
612
KPP Advisory Services
Kentucky
$341K
GSEP
613
Golden State Equity Partners
California
$338K +$120K +309 +51%
NL
614
NWAM LLC
Washington
$337K
LWM
615
Lyell Wealth Management
California
$334K -$96.7K -250 -22%
KNW
616
Kesler Norman & Wride
Utah
$334K
MWP
617
Meridian Wealth Partners
Pennsylvania
$330K +$10.8K +28 +3%
AF
618
Advisornet Financial
Minnesota
$328K +$387 +1 +0.1%
CSF
619
Capital Squared Financial
Maryland
$327K +$387 +1 +0.1%
NG
620
Navigation Group
California
$325K +$339K +876 New
CCM
621
Chilton Capital Management
Texas
$324K -$63.8K -165 -16%
BFG
622
Broussard Financial Group
Louisiana
$324K -$44.1K -114 -12%
SCM
623
Schnieders Capital Management
California
$320K
KFAS
624
Keating Financial Advisory Services
Kansas
$317K
RMCM
625
Reynders McVeigh Capital Management
Massachusetts
$316K