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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ATC
726
Argent Trust Co
Tennessee
$210K +$212K +629 New
PIM
727
Penobscot Investment Management
Massachusetts
$209K – – –
SSB
728
Sandy Spring Bank
Maryland
$209K – – –
UW
729
Unique Wealth
Florida
$207K +$209K +620 New
KWS
730
Keystone Wealth Services
California
$206K – – –
LHC
731
Little House Capital
Massachusetts
$206K – – –
WA
732
WBH Advisory
Maryland
$205K – – –
SWM
733
Sugarloaf Wealth Management
Georgia
$205K -$9.43K -28 -4%
GFL
734
Granite FO LLC
New Hampshire
$205K – – –
HA
735
Harfst & Associates
Wyoming
$204K +$206K +611 New
LWM
736
LJI Wealth Management
Indiana
$203K -$41.1K -122 -17%
IC
737
Iconiq Capital
California
$202K +$203K +603 New
RIL
738
Rothschild Investment LLC
Illinois
$198K – – –
SIM
739
Synergy Investment Management
Florida
$196K +$197K +585 New
USB
740
Union Savings Bank
Connecticut
$193K – – –
DSC
741
Duncker Streett & Co
Missouri
$187K – – –
AFG
742
Albion Financial Group
Utah
$187K – – –
KBFS
743
Kohmann Bosshard Financial Services
Ohio
$186K +$187K +555 New
MA
744
MCF Advisors
Kentucky
$184K – – –
TF
745
Tompkins Financial
New York
$170K -$33.7K -100 -16%
GBT
746
Grove Bank & Trust
Florida
$167K – – –
FGC
747
Financial Gravity Companies
Texas
$166K – – –
PMFA
748
Plante Moran Financial Advisors
Michigan
$165K -$19.5K -58 -10%
VWA
749
VSM Wealth Advisory
Maryland
$163K +$164K +487 New
PFM
750
Phillips Financial Management
Indiana
$158K – – –