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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RPCA
151
Running Point Capital Advisors
California
$6.3M -$680K -2,665 -10%
NPF
152
Norris Perne & French
Michigan
$6.26M
LT
153
Legacy Trust
Michigan
$6.17M +$93.6K +367 +2%
LNWWM
154
Laird Norton Wetherby Wealth Management
California
$6.14M +$4.08K +16 +0.1%
CWM
155
Circle Wealth Management
New Jersey
$6.05M
ZIM
156
Zacks Investment Management
Illinois
$6.02M +$3.33M +13,042 +146%
CIBC Private Wealth Group
157
CIBC Private Wealth Group
Georgia
$5.9M +$467K +1,833 +9%
BCI
158
Brinker Capital Investments
Pennsylvania
$5.82M +$13.3K +52 +0.2%
OPS
159
Orion Portfolio Solutions
Nebraska
$5.82M +$13.3K +52 +0.2%
Cetera Investment Advisers
160
Cetera Investment Advisers
Illinois
$5.78M +$134K +527 +3%
MWM
161
Moran Wealth Management
Florida
$5.64M +$3.07M +12,046 +141%
FSA
162
Financial Services Advisory
Maryland
$5.55M +$5.17M +20,269 New
R
163
Rebalance
California
$5.53M -$238K -934 -4%
Baird Financial Group
164
Baird Financial Group
Wisconsin
$5.53M +$21.9K +86 +0.4%
WT
165
Whittier Trust
California
$5.35M -$418K -1,639 -8%
EC
166
Estate Counselors
Wisconsin
$5.24M +$2.09M +8,180 +75%
SCM
167
Sheridan Capital Management
California
$5.19M +$4.84M +18,964 New
CWM
168
Chesapeake Wealth Management
Virginia
$5.16M -$195K -763 -4%
WAG
169
Winthrop Advisory Group
Massachusetts
$5.11M +$32.1K +126 +0.7%
TFP
170
Triune Financial Partners
Kansas
$5.1M -$13.5K -53 -0.3%
CIP
171
Chartwell Investment Partners
Pennsylvania
$5.06M
LWMG
172
Levy Wealth Management Group
Pennsylvania
$5.03M +$20.4K +80 +0.4%
FC
173
Financial Council
Maryland
$4.71M -$49.5K -194 -1%
Stifel Financial
174
Stifel Financial
Missouri
$4.67M -$1.38M -5,420 -24%
CPIG
175
Chicago Partners Investment Group
Illinois
$4.65M -$371K -1,457 -8%