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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$987K +$15.8K +111 +2%
JFGLC
177
Johnson Financial Group LLC (Colorado)
Colorado
$981K -$206K -1,451 -18%
SSWM
178
Smith Salley Wealth Management
North Carolina
$979K +$94.2K +663 +11%
JFG
179
JMG Financial Group
Illinois
$977K
LF
180
Lee Financial
Texas
$976K
NIA
181
Northstar Investment Advisors
Colorado
$955K +$361K +2,540 +70%
CBU
182
CIBC Bank USA
Illinois
$936K -$4.12K -29 -0.4%
MFT
183
Moisand Fitzgerald Tamayo
Florida
$914K
EWM
184
Evercore Wealth Management
New York
$904K
NPF
185
Norris Perne & French
Michigan
$853K -$107K -750 -11%
MA
186
MUFG Americas
New York
$848K
SQA
187
Simon Quick Advisors
New Jersey
$847K -$4.1M -28,845 -83%
CS
188
Comerica Securities
Michigan
$780K -$8.53K -60 -1%
WSTAM
189
Wilbanks Smith & Thomas Asset Management
Virginia
$774K -$995 -7 -0.1%
GWM
190
Geneos Wealth Management
Colorado
$770K +$632K +4,446 +517%
SCA
191
Salient Capital Advisors
Texas
$769K -$13.8K -97 -2%
MML Investors Services
192
MML Investors Services
Massachusetts
$766K +$756K +5,320 New
Citigroup
193
Citigroup
New York
$755K -$265K -1,864 -26%
HJA
194
Hugh Johnson Advisors
New York
$741K -$146K -1,030 -17%
Wolverine Trading
195
Wolverine Trading
Illinois
$734K +$20.9K +147 +3%
KP
196
Keel Point
Alabama
$731K
BTNA
197
Bremer Trust National Association
Minnesota
$720K -$114K -800 -14%
CL
198
CPWM LLC
Washington
$717K -$306K -2,155 -30%
Truist Financial
199
Truist Financial
North Carolina
$715K
HSBC Holdings
200
HSBC Holdings
United Kingdom
$707K +$28.4K +200 +4%