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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KP
201
Keel Point
Alabama
$615K
CDIA
202
Capital Directions Investment Advisors
Georgia
$614K +$101K +830 +19%
BCI
203
Brinker Capital Investments
Pennsylvania
$576K +$131K +1,076 +29%
GLA
204
Great Lakes Advisors
Illinois
$569K +$575K +4,733 New
OCM
205
Osterweis Capital Management
California
$568K
PFBT
206
Parkside Financial Bank & Trust
Missouri
$566K +$419K +3,445 +274%
WSTAM
207
Wilbanks Smith & Thomas Asset Management
Virginia
$558K +$486 +4 +0.1%
CTC
208
Central Trust Company
Missouri
$550K
GH
209
GAM Holding
Switzerland
$541K
CPA
210
Court Place Advisors
Maryland
$541K +$2.07K +17 +0.4%
LW
211
Linscomb Wealth
Texas
$537K -$1.09K -9 -0.2%
Citigroup
212
Citigroup
New York
$525K +$30.5K +251 +6%
EAM
213
Evanson Asset Management
California
$517K -$34.5K -284 -6%
GWS
214
Glassman Wealth Services
Virginia
$517K
CAM
215
Congress Asset Management
Massachusetts
$502K +$508K +4,176 New
HSBC Holdings
216
HSBC Holdings
United Kingdom
$494K +$12.2K +100 +2%
LNWWM
217
Laird Norton Wetherby Wealth Management
California
$493K
AFP
218
Ausdal Financial Partners
Iowa
$483K +$488K +4,012 New
RP
219
Reinhart Partners
Wisconsin
$479K +$484K +3,980 New
CPO
220
Cerity Partners OCIO
New York
$454K -$1.31M -10,768 -74%
GIA
221
GHP Investment Advisors
Colorado
$439K +$243 +2 +0.1%
SAM
222
Steinberg Asset Management
New York
$439K +$444K +3,650 New
NIA
223
Northstar Investment Advisors
Colorado
$438K -$14K -115 -3%
MFS
224
MSI Financial Services
Massachusetts
$432K +$315K +2,589 +258%
SIM
225
Sigma Investment Management
Oregon
$428K -$1.88M -15,440 -81%