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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RI
701
Ridgewood Investments
New Jersey
$281K – – –
FP
702
Fiduciary Planning
Florida
$279K +$412 +1 +0.2%
CWMS
703
CFG Wealth Management Services
Indiana
$279K – – –
NW
704
Naviter Wealth
Arkansas
$277K – – –
BRWA
705
B. Riley Wealth Advisors
Florida
$275K – – –
PWMG
706
Private Wealth Management Group
New Jersey
$275K – – –
DIA
707
Dana Investment Advisors
Wisconsin
$270K – – –
SFP
708
SwitchPoint Financial Planning
Utah
$270K – – –
EFMC
709
Empire Financial Management Company
New York
$270K – – –
CIC
710
Carnegie Investment Counsel
Ohio
$270K – – –
BHIA
711
Birch Hill Investment Advisors
Massachusetts
$269K – – –
Qube Research & Technologies (QRT)
712
Qube Research & Technologies (QRT)
United Kingdom
$267K +$258K +627 New
PIM
713
Penobscot Investment Management
Massachusetts
$267K – – –
MSFS
714
Main Street Financial Solutions
Pennsylvania
$263K +$254K +617 New
LWM
715
LJI Wealth Management
Indiana
$262K – – –
GFL
716
Granite FO LLC
New Hampshire
$261K – – –
PIFP
717
Partners in Financial Planning
Virginia
$261K – – –
BWP
718
BSW Wealth Partners
Colorado
$260K – – –
IC
719
Iconiq Capital
California
$257K – – –
CWM
720
CCG Wealth Management
California
$257K – – –
CFS
721
CRA Financial Services
New Jersey
$256K – – –
NF
722
Napier Financial
Massachusetts
$254K – – –
SWP
723
Stone Wealth Partners
Louisiana
$254K – – –
RIL
724
Rothschild Investment LLC
Illinois
$253K – – –
PI
725
Parkside Investments
Illinois
$251K +$243K +589 New