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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
651
Cannon Financial Strategists
Georgia
$230K – – –
AssetMark Inc
652
AssetMark Inc
California
$229K -$692K -2,064 -74%
SEIA
653
Signature Estate & Investment Advisors
California
$229K +$242K +721 New
SCM
654
Sterneck Capital Management
Missouri
$227K – – –
FHA
655
Flagship Harbor Advisors
Massachusetts
$226K – – –
GSEP
656
Golden State Equity Partners
California
$226K -$49.6K -148 -17%
CWG
657
Cornerstone Wealth Group
North Carolina
$226K -$20.8K -62 -8%
MPM
658
Meritage Portfolio Management
Kansas
$225K – – –
PWP
659
Principle Wealth Partners
Connecticut
$224K – – –
CAM
660
Campion Asset Management
Virginia
$223K -$6.71K -20 -3%
LA
661
Legacy Advisors
Pennsylvania
$223K – – –
AIM
662
Acropolis Investment Management
Missouri
$222K – – –
BNMT
663
Bawa N Mallick Trust
New York
$222K – – –
GSAM
664
Grant Street Asset Management
Pennsylvania
$221K – – –
CP
665
Canopy Partners
Ohio
$217K – – –
HP
666
Holistic Planning
Texas
$217K – – –
CB
667
Cadence Bank
Mississippi
$217K – – –
TAM
668
Titleist Asset Management
Texas
$216K – – –
LWCFA
669
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$216K -$5.03K -15 -2%
FCAS
670
First Command Advisory Services
Texas
$216K -$14.4K -43 -6%
MAM
671
McLean Asset Management
Virginia
$215K +$256K +765 New
NW
672
Naviter Wealth
Arkansas
$215K – – –
SCTC
673
Sanibel Captiva Trust Company
Florida
$214K – – –
GS
674
GWN Securities
Florida
$210K -$35.5K -106 -14%
MAM
675
Marquette Asset Management
Minnesota
$210K – – –