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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
101
United Capital Financial Advisors
Texas
$16.2M -$361K -989 -2%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$15.9M +$2.79M +7,644 +22%
BHCM
103
Brevan Howard Capital Management
Jersey
$15.8M +$15.3M +41,937 New
FHC
104
First Horizon Corporation
Tennessee
$15.6M +$15M +41,229 New
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$15.5M +$1.23M +3,373 +9%
RhumbLine Advisers
106
RhumbLine Advisers
Massachusetts
$15.2M +$4.32M +11,842 +42%
AG
107
AlTi Global
New York
$15.1M -$64.9K -178 -0.4%
KAS
108
Kestra Advisory Services
Texas
$15.1M +$1M +2,748 +7%
HA
109
Hanover Advisors
South Carolina
$14.8M -$751K -2,061 -5%
TWM
110
Tanager Wealth Management
United Kingdom
$14.7M -$225K -616 -2%
MI
111
Moneywise Inc
Virginia
$14.6M -$159K -436 -1%
FNT
112
First National Trust
Pennsylvania
$14.6M +$568K +1,557 +4%
Creative Planning
113
Creative Planning
Kansas
$14.5M +$622K +1,707 +5%
JWA
114
JFS Wealth Advisors
Pennsylvania
$14.4M +$1.34M +3,676 +11%
Truist Financial
115
Truist Financial
North Carolina
$14.2M -$135K -369 -1%
IIM
116
Ipswich Investment Management
Massachusetts
$14.1M -$226K -620 -2%
CCA
117
Conservest Capital Advisors
Pennsylvania
$14.1M +$23.7K +65 +0.2%
RBC
118
Roble Belko & Company
Pennsylvania
$13.8M
Brown Advisory
119
Brown Advisory
Maryland
$13.6M -$688K -1,886 -5%
AIM
120
Allen Investment Management
New York
$13.4M
AFI
121
American Family Investments
Wisconsin
$13.1M
GIM
122
Glenmede Investment Management
Pennsylvania
$13M +$5.8M +15,912 +86%
UB
123
UMB Bank
Missouri
$12.4M -$1.2M -3,300 -9%
QCM
124
Quantinno Capital Management
New York
$12.3M +$4.22M +11,563 +55%
BWM
125
BigSur Wealth Management
Florida
$12M