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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
201
Truist Financial
North Carolina
$210K -$54.4K -462 -20%
WFG
202
Windsor Financial Group
Minnesota
$205K
BOS
203
Bingham Osborn & Scarborough
California
$202K
EWM
204
Evercore Wealth Management
New York
$187K
VIA
205
Vantage Investment Advisors
Pennsylvania
$178K +$236 +2 +0.1%
MFS
206
MSI Financial Services
Massachusetts
$164K +$19.4K +165 +13%
FM
207
Forward Management
California
$161K +$162K +1,375 New
WA
208
WestEnd Advisors
North Carolina
$138K -$1.77K -15 -1%
AC
209
Alexandria Capital
Virginia
$110K -$16.5K -140 -13%
DADC
210
D.A. Davidson & Co
Montana
$102K -$130K -1,104 -56%
Creative Planning
211
Creative Planning
Kansas
$101K -$159K -1,349 -61%
PO
212
Private Ocean
California
$97K
TIM
213
Tortoise Investment Management
New York
$93K
CG
214
Colony Group
Massachusetts
$88K +$88.7K +753 New
WEC
215
Winslow Evans & Crocker
Massachusetts
$82.9K
CWM
216
Cranbrook Wealth Management
Michigan
$60K
AllianceBernstein
217
AllianceBernstein
Tennessee
$54K
TFCP
218
Twin Focus Capital Partners
Massachusetts
$51K +$51K +433 New
KTC
219
Kistler-Tiffany Companies
Pennsylvania
$44K
DAM
220
Delta Asset Management
Tennessee
$43K
WA
221
Winfield Associates
Ohio
$42K
BC
222
Bartlett & Co
Ohio
$35K
DSC
223
Duncker Streett & Co
Missouri
$28K
TWA
224
TCI Wealth Advisors
Arizona
$27K
HF
225
Hoxton Financial
West Virginia
$23K -$5.07K -43 -18%