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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
176
ARS Wealth Advisors
Florida
$1.16M
EVM
177
Eaton Vance Management
Massachusetts
$1.15M +$30.5K +190 +3%
SSWM
178
Smith Salley Wealth Management
North Carolina
$1.12M +$114K +707 +11%
Renaissance Technologies
179
Renaissance Technologies
New York
$1.12M +$1.11M +6,900 New
FAAS
180
First Allied Advisory Services
California
$1.12M -$42.8K -266 -4%
HNB
181
Huntington National Bank
Ohio
$1.11M
Creative Planning
182
Creative Planning
Kansas
$1.09M +$530K +3,298 +96%
BFM
183
Boston Financial Management
Massachusetts
$1.07M +$1.06M +6,622 New
HCM
184
Hollencrest Capital Management
California
$1.06M
PTC
185
Philadelphia Trust Company
Pennsylvania
$1.05M -$1.61M -10,000 -61%
APG
186
Abacus Planning Group
South Carolina
$1.03M
CBU
187
CIBC Bank USA
Illinois
$1.03M -$5.63K -35 -0.5%
MFT
188
Moisand Fitzgerald Tamayo
Florida
$1.01M
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$994K +$856K +5,325 +664%
CI
190
CX Institutional
Indiana
$987K +$978K +6,084 New
NIA
191
Northstar Investment Advisors
Colorado
$976K -$88.4K -550 -9%
PG
192
Patten Group
Tennessee
$970K +$122K +760 +15%
CCM
193
Catawba Capital Management
Virginia
$963K -$145K -900 -13%
HPC
194
HM Payson & Co
Maine
$938K +$113K +700 +14%
EWM
195
Evercore Wealth Management
New York
$921K
FHC
196
First Heartland Consultants
Missouri
$920K +$85.3K +531 +10%
WAG
197
Winthrop Advisory Group
Massachusetts
$894K +$59.3K +369 +7%
Neuberger Berman Group
198
Neuberger Berman Group
New York
$857K +$415K +2,580 +96%
KP
199
Keel Point
Alabama
$854K +$30.5K +190 +4%
HSBC Holdings
200
HSBC Holdings
United Kingdom
$852K +$78.4K +488 +10%