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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
676
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$2.03M -7,965 Closed
CIC
677
Cornercap Investment Counsel
Georgia
-$1.8M -7,050 Closed
Financial Engines Advisors
678
Financial Engines Advisors
California
-$1.14M -4,463 Closed
ACM
679
Advisors Capital Management
New Jersey
-$795K -3,120 Closed
OPS
680
Orion Portfolio Solutions
Nebraska
-$661K -2,592 Closed
SBH
681
Segall Bryant & Hamill
Illinois
-$503K -1,979 Closed
PFO
682
Pathstone Family Office
New Jersey
-$473K -1,855 Closed
CA
683
CGN Advisors
Kansas
-$373K -1,462 Closed
KPWS
684
Kestra Private Wealth Services
Texas
-$219K -861 Closed
SW
685
SlateStone Wealth
Florida
-$201K -789 Closed
TF
686
TimeScale Financial
Massachusetts
-$148K -579 Closed
Barclays
687
Barclays
United Kingdom
-$97K -382 Closed
PFGIA
688
Patriot Financial Group Insurance Agency
Massachusetts
-$68K -266 Closed
LWM
689
Liberty Wealth Management
California
-$52K -206 Closed
HA
690
Herold Advisors
New York
-$50K -200 Closed
APWA
691
Atlas Private Wealth Advisors
New Jersey
-$50K -198 Closed
MPWT
692
MassMutual Private Wealth & Trust
Connecticut
-$41K -161 Closed
JPLA
693
Joseph P. Lucia & Associates
New York
-$40K -155 Closed
IF
694
Ironwood Financial
Arizona
-$27K -106 Closed
BFC
695
Bedel Financial Consulting
Indiana
-$22K -86 Closed
FA
696
Flagstar Advisors
New York
-$21K -83 Closed
GPA
697
Guidance Point Advisors
Massachusetts
-$7K -28 Closed
GRP
698
Global Retirement Partners
California
-$6K -22 Closed
PWA
699
Phoenix Wealth Advisors
North Carolina
-$5K -19 Closed
EARNEST Partners
700
EARNEST Partners
Georgia
+$20.3K +75 New