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iShares Russell 3000 ETF

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