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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$21.4M +$2.14M +11,847 +10%
State Street
52
State Street
Massachusetts
$21.2M -$1.7M -9,433 -8%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$21.1M -$3.74M -20,757 -16%
WFWM
54
Wechter Feldman Wealth Management
New Jersey
$20.7M -$197K -1,093 -1%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$20.4M +$1.05M +5,833 +6%
BAAM
56
Baker Avenue Asset Management
California
$20.2M -$491K -2,726 -2%
SP
57
Stairway Partners
Illinois
$19.4M
TA
58
Tiedemann Advisors
New York
$19.4M -$1.59M -8,807 -8%
GAG
59
GM Advisory Group
New York
$19M +$5.14M +28,535 +39%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$17.9M +$10.9M +60,428 +175%
CA
61
Clearstead Advisors
Ohio
$17.8M +$180 +1 +0%
SF
62
Synovus Financial
Georgia
$17.1M -$595K -3,300 -4%
SI
63
Stephens Inc
Arkansas
$16.5M +$174K +965 +1%
OBWP
64
O'Brien Wealth Partners
Massachusetts
$15.4M -$755K -4,188 -5%
OSAM
65
O'Shaughnessy Asset Management
Connecticut
$15.3M +$14.7M +81,365 New
I
66
IberiaBank
Louisiana
$15.3M -$60.4K -335 -0.4%
TI
67
Truepoint Inc
Ohio
$15.1M -$233K -1,295 -2%
SHIM
68
Stone House Investment Management
Pennsylvania
$14.8M +$783K +4,344 +6%
DPI
69
Diversified Portfolios Inc
Michigan
$14.1M -$138K -768 -1%
CFGF
70
Compass Financial Group (Florida)
Florida
$14M -$212K -1,177 -2%
SIM
71
Strategic Investment Management
Virginia
$13.9M +$13.2M +73,435 +20,399%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$13.5M -$47.8K -265 -0.4%
WA
73
Waverly Advisors
Alabama
$12.7M -$2.45M -13,620 -17%
AC
74
AlphaCore Capital
California
$12.7M +$12.2M +67,509 New
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$12.5M -$590K -3,276 -5%