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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FEG
101
Fund Evaluation Group
Ohio
$15.3M +$2.05M +6,305 +17%
CAG
102
Crestwood Advisors Group
Massachusetts
$15.2M +$11.7K +36 +0.1%
Citigroup
103
Citigroup
New York
$15.2M +$2.15M +6,614 +18%
HA
104
Hanover Advisors
South Carolina
$14.4M -$292K -900 -2%
AG
105
AlTi Global
New York
$14.1M -$364K -1,121 -3%
TWM
106
Tanager Wealth Management
United Kingdom
$13.8M +$289K +889 +2%
MI
107
Moneywise Inc
Virginia
$13.7M +$712K +2,193 +6%
Wealth Enhancement Advisory Services
108
Wealth Enhancement Advisory Services
Minnesota
$13.3M +$481K +1,481 +4%
Truist Financial
109
Truist Financial
North Carolina
$13.3M +$85.4K +263 +0.7%
IIM
110
Ipswich Investment Management
Massachusetts
$13.3M -$89.6K -276 -0.7%
Brown Advisory
111
Brown Advisory
Maryland
$13.3M -$2.38M -7,342 -16%
KAS
112
Kestra Advisory Services
Texas
$13M -$6.35M -19,553 -34%
CCA
113
Conservest Capital Advisors
Pennsylvania
$13M +$3.25K +10 +0%
FNT
114
First National Trust
Pennsylvania
$12.9M -$776K -2,389 -6%
Creative Planning
115
Creative Planning
Kansas
$12.8M +$52.9K +163 +0.4%
RBC
116
Roble Belko & Company
Pennsylvania
$12.8M -$247K -761 -2%
UB
117
UMB Bank
Missouri
$12.7M -$787K -2,422 -6%
AIM
118
Allen Investment Management
New York
$12.4M
AFI
119
American Family Investments
Wisconsin
$12.1M +$11.2M +34,518 New
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$12.1M +$128K +393 +1%
JWA
121
JFS Wealth Advisors
Pennsylvania
$12M -$116K -358 -1%
CIBC Private Wealth Group
122
CIBC Private Wealth Group
Georgia
$11.3M +$818K +2,520 +9%
BWM
123
BigSur Wealth Management
Florida
$11.1M -$1.07M -3,300 -9%
PCIG
124
Partners Capital Investment Group
Massachusetts
$10.4M -$1.94M -5,964 -17%
JA
125
JVL Associates
Michigan
$10.2M