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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
626
Archer Investment Corporation
Indiana
$12K – – –
GWS
627
Glassman Wealth Services
Virginia
$11K -$15.4K -65 -57%
DWP
628
Destiny Wealth Partners
Florida
$11K – – –
OA
629
Operose Advisors
Wisconsin
$11K – – –
National Bank of Canada
630
National Bank of Canada
Quebec, Canada
$9K – – –
TWM
631
Tradition Wealth Management
Minnesota
$8K – – –
RG
632
Retirement Group
California
$8K +$9K +38 New
AW
633
ACG Wealth
Georgia
$7K +$7.1K +30 New
CFFP
634
Center for Financial Planning
Michigan
$6K – – –
SBL
635
Sargent Bickham Lagudis
Colorado
$6K +$4.26K +18 +180%
ACA
636
Atlas Capital Advisors
Wyoming
$5.87K – – –
CWM
637
Curi Wealth Management
North Carolina
$5K +$4.97K +21 New
CIA
638
Choate Investment Advisors
Massachusetts
$4K -$803K -3,390 -99%
NSIM
639
North Star Investment Management
Illinois
$4K – – –
DI
640
Disciplined Investments
Oklahoma
$3K – – –
FMP
641
Financial Management Professionals
Texas
$2K – – –
UFF
642
USA Financial Formulas
Michigan
$2K – – –
AWM
643
Avior Wealth Management
Nebraska
$1K -$474 -2 -29%
BHWM
644
Bay Harbor Wealth Management
Maryland
$1K – – –
AFIMH
645
American Family Insurance Mutual Holding
Wisconsin
– -$155M -592,626 Closed
WI
646
WBI Investments
New Jersey
– -$12.8M -48,844 Closed
Susquehanna International Group
647
Susquehanna International Group
Pennsylvania
– -$4.36M -18,414 Closed
DACG
648
Donor Advised Charitable Giving
California
– -$2.93M -11,163 Closed
FTUS
649
Flow Traders U.S.
New York
– -$2.89M -11,027 Closed
CIC
650
Cornercap Investment Counsel
Georgia
– -$1.85M -7,050 Closed