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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HP
701
Holistic Planning
Texas
$228K – – –
CB
702
Cadence Bank
Mississippi
$228K – – –
TAM
703
Titleist Asset Management
Texas
$228K – – –
MWP
704
Meridian Wealth Partners
Pennsylvania
$227K -$337 -1 -0.1%
NW
705
Naviter Wealth
Arkansas
$227K – – –
BIAS
706
Beacon Investment Advisory Services
New Jersey
$226K – – –
PCM
707
Parsons Capital Management
Rhode Island
$226K – – –
SCTC
708
Sanibel Captiva Trust Company
Florida
$226K – – –
DCM
709
Decatur Capital Management
Georgia
$225K +$226K +672 New
MC
710
Montag & Caldwell
Georgia
$223K +$224K +666 New
SA
711
Strategic Advocates
Utah
$221K -$41.4K -123 -16%
MAM
712
Marquette Asset Management
Minnesota
$221K – – –
PJWM
713
Philip James Wealth Mangement
Georgia
$220K +$673 +2 +0.3%
OCPWS
714
One Charles Private Wealth Services
Massachusetts
$220K – – –
CFS
715
CRA Financial Services
New Jersey
$217K -$7.41K -22 -3%
RWM
716
Rezny Wealth Management
Florida
$217K – – –
RT
717
Rockland Trust
Massachusetts
$217K – – –
BHIA
718
Birch Hill Investment Advisors
Massachusetts
$217K – – –
PWMG
719
Private Wealth Management Group
New Jersey
$216K – – –
NOI
720
Newton One Investments
Delaware
$215K +$673 +2 +0.3%
WP
721
WMS Partners
Maryland
$215K – – –
OWM
722
Opes Wealth Management
California
$214K +$215K +640 New
WB
723
WesBanco Bank
West Virginia
$212K -$319K -948 -60%
SFP
724
SwitchPoint Financial Planning
Utah
$212K +$213K +634 New
PCFFS
725
Pacific Center for Financial Services
California
$211K – – –