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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TI
76
Truepoint Inc
Ohio
$17.6M -$93.2K -360 -0.5%
NFG
77
Nations Financial Group
Iowa
$17.6M -$2.07K -8 -0%
BL
78
Balentine LLC
Georgia
$17.5M -$4.63M -17,875 -21%
TA
79
Tiedemann Advisors
New York
$17.1M +$1.93M +7,462 +13%
CDIA
80
Capital Directions Investment Advisors
Georgia
$17M
Mariner
81
Mariner
Kansas
$16.5M +$1.22M +4,707 +8%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$16.3M -$468K -1,806 -3%
CFGF
83
Compass Financial Group (Florida)
Florida
$16.3M -$49.2K -190 -0.3%
WA
84
Wealthstream Advisors
New York
$15.1M -$77.1K -298 -0.5%
DPI
85
Diversified Portfolios Inc
Michigan
$15.1M -$229K -883 -2%
JIC
86
Johnson Investment Counsel
Ohio
$14.1M +$262K +1,012 +2%
AP
87
Agilis Partners
Massachusetts
$13.9M +$12.6M +48,553 +1,052%
Brown Advisory
88
Brown Advisory
Maryland
$13.9M +$4.32M +16,688 +46%
BP
89
BBR Partners
New York
$13.3M -$887K -3,425 -6%
MPPLM
90
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$13.2M +$1.61M +6,226 +14%
WI
91
WBI Investments
New Jersey
$12.8M +$12.6M +48,844 New
OBWP
92
O'Brien Wealth Partners
Massachusetts
$12.8M -$430K -1,660 -3%
UB
93
UMB Bank
Missouri
$12.4M -$794K -3,068 -6%
WANY
94
Wealthspire Advisors (New York)
New York
$11.9M +$2.02M +7,813 +21%
FHA
95
First Horizon Advisors
Tennessee
$11.5M -$1.65M -6,370 -13%
CCA
96
Conservest Capital Advisors
Pennsylvania
$10.8M +$400K +1,545 +4%
JWA
97
JFS Wealth Advisors
Pennsylvania
$10.8M -$685K -2,645 -6%
BWM
98
BigSur Wealth Management
Florida
$10.4M
IIM
99
Ipswich Investment Management
Massachusetts
$10.3M -$126K -487 -1%
FEG
100
Fund Evaluation Group
Ohio
$10.3M +$4.86M +18,792 +92%