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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$5.44M +$18.1K +78 +0.3%
Prudential Financial
127
Prudential Financial
New Jersey
$5.35M -$1.36M -5,874 -21%
AL
128
Aspiriant LLC
California
$5.3M +$402K +1,729 +8%
MLFP
129
MPS Loria Financial Planners
Illinois
$5.29M -$930K -4,002 -15%
FEG
130
Fund Evaluation Group
Ohio
$5.28M -$420K -1,810 -8%
WA
131
Waverly Advisors
Alabama
$4.94M -$527K -2,270 -10%
Baird Financial Group
132
Baird Financial Group
Wisconsin
$4.94M -$135K -580 -3%
SIM
133
Strategic Investment Management
Virginia
$4.93M -$5.5M -23,670 -53%
CIP
134
Chartwell Investment Partners
Pennsylvania
$4.67M
JSMC
135
Jess S. Morgan & Co
California
$4.56M +$497K +2,141 +13%
WAG
136
Winthrop Advisory Group
Massachusetts
$4.37M -$113K -485 -3%
CMO
137
Covenant Multifamily Offices
Texas
$4.34M -$21.8K -94 -0.5%
FHB
138
First Hawaiian Bank
Hawaii
$4.31M
MPPLM
139
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.13M -$3.72M -16,007 -36%
Citigroup
140
Citigroup
New York
$4.09M +$198K +854 +5%
LWMG
141
Levy Wealth Management Group
Pennsylvania
$4.04M -$3.72K -16 -0.1%
ECG
142
Edge Capital Group
Georgia
$3.84M +$232 +1 +0%
CAM
143
Cozad Asset Management
Illinois
$3.77M -$19.7K -85 -0.5%
LFS
144
Lutz Financial Services
Nebraska
$3.76M
BFC
145
Blue Fin Capital
Rhode Island
$3.67M -$388K -1,672 -10%
SHGA
146
Sand Hill Global Advisors
California
$3.65M -$343K -1,478 -9%
WCG
147
Wall Capital Group
Arizona
$3.64M +$3.56M +15,337 New
BTWM
148
Baker Tilly Wealth Management
Wisconsin
$3.48M +$312K +1,344 +10%
SBSB
149
Sullivan, Bruyette, Speros & Blaney
Virginia
$3.4M -$35.8K -154 -1%
FLPIM
150
F.L. Putnam Investment Management
Massachusetts
$3.33M -$7.43K -32 -0.2%