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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
776
Financial Gravity Asset Management
Texas
$195K -$311K -811 -62%
PMFA
777
Plante Moran Financial Advisors
Michigan
$192K +$384 +1 +0.2%
EPG
778
Estate Planners Group
Pennsylvania
$189K +$187K +488 New
VWA
779
VSM Wealth Advisory
Maryland
$188K – – –
RFP
780
Root Financial Partners
California
$188K -$181K -472 -49%
PFM
781
Phillips Financial Management
Indiana
$183K – – –
USB
782
Union Savings Bank
Connecticut
$183K +$181K +472 New
AF
783
Align Financial
Minnesota
$180K +$178K +465 New
S
784
SignatureFD
Georgia
$173K – – –
AA
785
Addison Advisors
Vermont
$171K – – –
RDFA
786
Ritter Daniher Financial Advisory
Ohio
$168K – – –
KFI
787
Key Financial Inc
Pennsylvania
$164K -$4.99K -13 -3%
PFBT
788
Parkside Financial Bank & Trust
Missouri
$163K – – –
PWMG
789
Prestige Wealth Management Group
New Jersey
$157K +$384 +1 +0.2%
TFGT
790
TS Financial Group (TSFG)
Illinois
$155K – – –
PAI
791
Pittenger & Anderson Inc
Nebraska
$153K – – –
RIA
792
Realta Investment Advisors
Delaware
$153K +$74.8K +195 +98%
HNB
793
Huntington National Bank
Ohio
$151K – – –
SAG
794
SageView Advisory Group
California
$151K +$150K +391 New
BTI
795
Blue Trust Inc
Georgia
$150K +$23.8K +62 +19%
OA
796
Operose Advisors
Wisconsin
$146K – – –
SHIM
797
Stone House Investment Management
Pennsylvania
$146K -$5.83M -15,180 -98%
TFM
798
TFC Financial Management
Massachusetts
$145K – – –
KG
799
Kilter Group
New York
$143K – – –
QCG
800
Quadrant Capital Group
Ohio
$143K – – –