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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
76
Nations Financial Group
Iowa
$23.8M -$16.2K -50 -0.1%
SIM
77
Strategic Investment Management
Virginia
$22.5M -$18.8M -58,010 -47%
JIC
78
Johnson Investment Counsel
Ohio
$22.4M +$129K +397 +0.6%
SP
79
Stairway Partners
Illinois
$22.2M -$625K -1,924 -3%
CIA
80
Concurrent Investment Advisors
Florida
$22.1M +$20.1M +61,949 +6,079%
TW
81
Trajan Wealth
Arizona
$22M -$2.71M -8,347 -12%
TI
82
Truepoint Inc
Ohio
$21M -$6.82K -21 -0%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$20.9M -$310K -953 -2%
EP
84
EPIQ Partners
Minnesota
$20.8M +$632K +1,947 +3%
DPI
85
Diversified Portfolios Inc
Michigan
$20.3M +$1.32M +4,057 +8%
CFG
86
Citizens Financial Group
Rhode Island
$20.3M -$1.23M -3,792 -6%
CFGF
87
Compass Financial Group (Florida)
Florida
$20M -$48.4K -149 -0.3%
WTC
88
WhitTier Trust Company
Nevada
$19.5M -$325K -1,002 -2%
SEM
89
Strategic Equity Management
Arizona
$19.4M +$839K +2,583 +5%
WA
90
Wealthstream Advisors
New York
$18.9M
BCM
91
Brookstone Capital Management
Illinois
$18.7M -$1.56M -4,798 -8%
Cerity Partners
92
Cerity Partners
New York
$18.1M -$1.59M -4,905 -9%
MAWA
93
Moss Adams Wealth Advisors
Washington
$18M +$3.5M +10,787 +27%
FMWA
94
Forvis Mazars Wealth Advisors
Missouri
$17.9M -$170K -524 -1%
OBWP
95
O'Brien Wealth Partners
Massachusetts
$17.8M -$95.2K -293 -0.6%
FHA
96
First Horizon Advisors
Tennessee
$17.2M +$1.74M +5,354 +12%
BL
97
Balentine LLC
Georgia
$17.2M +$41.9K +129 +0.3%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$17.2M -$324K -998 -2%
KPWM
99
KDK Private Wealth Management
Texas
$15.7M +$12.7K +39 +0.1%
UCFA
100
United Capital Financial Advisors
Texas
$15.4M -$245K -755 -2%