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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWP
176
Ascent Wealth Partners
New York
$5.17M -$14.2K -45 -0.3%
FC
177
Financial Council
Maryland
$5.15M -$41.9K -133 -0.8%
SHIM
178
Stone House Investment Management
Pennsylvania
$5.14M +$4.96M +15,746 New
EWA
179
EP Wealth Advisors
California
$5.07M +$188K +597 +4%
GA
180
Geller Advisors
New York
$5.03M
AWM
181
Aries Wealth Management
Maine
$5M +$1.4M +4,461 +41%
CWM
182
Cedar Wealth Management
California
$4.94M -$916K -2,909 -16%
STA
183
Summit Trail Advisors
New York
$4.93M +$4.41K +14 +0.1%
CAM
184
Cozad Asset Management
Illinois
$4.76M
AWA
185
Aquire Wealth Advisors
Utah
$4.74M -$159K -504 -3%
M&T Bank
186
M&T Bank
New York
$4.71M -$5.79M -18,386 -56%
Wealth Enhancement Advisory Services
187
Wealth Enhancement Advisory Services
Minnesota
$4.68M -$247K -786 -5%
VFA
188
Valeo Financial Advisors
Indiana
$4.67M
Victory Capital Management
189
Victory Capital Management
Texas
$4.66M -$2.7M -8,590 -38%
WI
190
WBI Investments
New Jersey
$4.66M -$47.5K -151 -1%
LFS
191
Lutz Financial Services
Nebraska
$4.62M
CA
192
Cambridge Associates
Massachusetts
$4.59M
FPAS
193
Focus Partners Advisor Solutions
Missouri
$4.49M -$136K -433 -3%
SB
194
Simmons Bank
Arkansas
$4.49M -$97.6K -310 -2%
BFC
195
Blue Fin Capital
Rhode Island
$4.36M -$46.6K -148 -1%
GP
196
Greenline Partners
New York
$4.33M
KeyBank National Association
197
KeyBank National Association
Ohio
$4.3M +$1.55M +4,917 +60%
Prudential Financial
198
Prudential Financial
New Jersey
$4.28M +$280K +888 +7%
FSA
199
Financial Services Advisory
Maryland
$4.26M +$753K +2,393 +23%
CWM
200
Chesapeake Wealth Management
Virginia
$4.25M -$56.7K -180 -1%