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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
176
Cahill Financial Advisors
Minnesota
$2.33M -$215K -1,191 -9%
Natixis Advisors
177
Natixis Advisors
Massachusetts
$2.33M +$65.6K +364 +3%
CTI
178
Community Trust & Investment
Kentucky
$2.25M
JWA
179
JFS Wealth Advisors
Pennsylvania
$2.24M -$18.7K -104 -0.9%
CSPIA
180
Cary Street Partners Investment Advisory
Virginia
$2.21M +$2.17M +12,035 New
ZF
181
Zhang Financial
Michigan
$2.19M -$148K -820 -7%
ICMP
182
Integrated Capital Management (Pennsylvania)
Pennsylvania
$2.18M +$525K +2,911 +34%
AFAS
183
Acorn Financial Advisory Services
Virginia
$2.13M +$2.03M +11,278 New
SW
184
SkyOak Wealth
Michigan
$2.12M +$2.03M +11,260 New
PWM
185
PRW Wealth Management
Massachusetts
$2.12M
WT
186
Washington Trust
Rhode Island
$2.09M +$126K +698 +7%
AllianceBernstein
187
AllianceBernstein
Tennessee
$2.09M -$373K -2,071 -16%
RTS
188
Round Table Services
New Jersey
$2.06M -$765K -4,247 -28%
AWM
189
Aries Wealth Management
Maine
$2.05M
CWM
190
Cedar Wealth Management
California
$2.03M +$17.7K +98 +0.9%
MWM
191
Mission Wealth Management
California
$1.91M +$115K +639 +7%
CFO
192
CVA Family Office
Colorado
$1.86M +$1.78M +9,855 New
RC
193
Rinet Company
Massachusetts
$1.86M +$132K +732 +8%
EWM
194
Evercore Wealth Management
New York
$1.85M
PSUF
195
People's United Financial
Connecticut
$1.85M -$2.88K -16 -0.2%
ZIM
196
Zacks Investment Management
Illinois
$1.83M +$1.75M +9,710 New
GW
197
GW & Wade
Massachusetts
$1.81M
MWP
198
MYCIO Wealth Partners
Pennsylvania
$1.8M +$302K +1,678 +21%
HHGA
199
Halbert Hargrove Global Advisors
California
$1.79M -$14.4K -80 -0.8%
IAS
200
IMA Advisory Services
Colorado
$1.76M -$106K -587 -6%