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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFS
151
Lutz Financial Services
Nebraska
$3.54M -$514K -2,445 -13%
FNBOO
152
First National Bank of Omaha
Nebraska
$3.51M +$1.1M +5,245 +50%
CWM
153
Cedar Wealth Management
California
$3.31M +$78.8K +375 +3%
ICMP
154
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.29M -$6.51K -31 -0.2%
SBSB
155
Sullivan, Bruyette, Speros & Blaney
Virginia
$3.24M +$123K +587 +4%
FLPIM
156
F.L. Putnam Investment Management
Massachusetts
$3.14M +$60.1K +286 +2%
KP
157
Keel Point
Alabama
$3.05M -$35.9K -171 -1%
V
158
Veritable
Delaware
$3.05M +$2.73K +13 +0.1%
JFG
159
JMG Financial Group
Illinois
$3.04M -$156K -741 -5%
TA
160
Trellis Advisors
Washington
$2.99M -$42.8K -204 -2%
Susquehanna International Group
161
Susquehanna International Group
Pennsylvania
$2.98M +$1.23M +5,862 +78%
BTWM
162
Baker Tilly Wealth Management
Wisconsin
$2.98M +$2.8M +13,341 New
SS
163
Simplicity Solutions
Minnesota
$2.93M +$276K +1,314 +11%
WCM
164
Wealthcare Capital Management
Virginia
$2.87M
PCIG
165
Partners Capital Investment Group
Massachusetts
$2.86M +$1.34M +6,401 +100%
PA
166
Planning Alternatives
Michigan
$2.83M -$150K -714 -5%
CWM
167
Cahaba Wealth Management
Georgia
$2.83M -$20.4K -97 -0.8%
BSW
168
Buckingham Strategic Wealth
Missouri
$2.81M +$9.66K +46 +0.4%
SW
169
SVB Wealth
Massachusetts
$2.81M -$18.9K -90 -0.7%
ECG
170
EPIQ Capital Group
California
$2.79M +$9.87K +47 +0.4%
PSUF
171
People's United Financial
Connecticut
$2.74M +$24.2K +115 +0.9%
GCA
172
Greenwood Capital Associates
South Carolina
$2.73M -$4.55M -21,656 -64%
LC
173
LCNB Corp
Ohio
$2.68M -$424K -2,020 -14%
AllianceBernstein
174
AllianceBernstein
Tennessee
$2.68M +$66.4K +316 +3%
WT
175
Washington Trust
Rhode Island
$2.63M -$68.7K -327 -3%