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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
626
LJI Wealth Management
Indiana
$219K +$208K +729 New
EFMC
627
Empire Financial Management Company
New York
$218K +$207K +725 New
CFS
628
Cannon Financial Strategists
Georgia
$217K +$206K +723 New
MPM
629
Meritage Portfolio Management
Kansas
$216K +$205K +720 New
Financial Engines Advisors
630
Financial Engines Advisors
California
$215K -$123K -431 -38%
GSAM
631
Grant Street Asset Management
Pennsylvania
$212K -$13.4K -47 -6%
TPCW
632
TD Private Client Wealth
New York
$212K +$50.8K +178 +34%
PWP
633
Principle Wealth Partners
Connecticut
$211K +$201K +703 New
AIM
634
Acropolis Investment Management
Missouri
$210K – – –
VHAM
635
Van Hulzen Asset Management
California
$209K +$198K +695 New
SG
636
StoneX Group
New York
$208K -$13.1K -46 -6%
AUB
637
Atlantic Union Bankshares
Virginia
$208K +$197K +692 New
LWCFA
638
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$207K – – –
CP
639
Canopy Partners
Ohio
$205K +$195K +682 New
CB
640
Cadence Bank
Mississippi
$205K +$195K +682 New
MWP
641
Meridian Wealth Partners
Pennsylvania
$204K +$194K +681 New
TAM
642
Titleist Asset Management
Texas
$204K +$194K +681 New
NW
643
Naviter Wealth
Arkansas
$204K +$194K +680 New
BIAS
644
Beacon Investment Advisory Services
New Jersey
$203K +$193K +677 New
PCM
645
Parsons Capital Management
Rhode Island
$203K +$193K +675 New
SCTC
646
Sanibel Captiva Trust Company
Florida
$203K +$193K +675 New
CFS
647
CRA Financial Services
New Jersey
$202K +$192K +672 New
SAW
648
Signal Advisors Wealth
Michigan
$201K +$191K +670 New
AQR Capital Management
649
AQR Capital Management
Connecticut
$200K +$190K +667 New
HP
650
Holistic Planning
Texas
$200K +$190K +667 New