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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
201
Institute for Wealth Management
Colorado
$1.59M +$1.57M +8,123 New
BUB
202
BBVA USA Bancshares
Texas
$1.57M -$2.9K -15 -0.2%
PAG
203
Private Advisor Group
New Jersey
$1.57M -$55.9K -289 -3%
PWM
204
PRW Wealth Management
Massachusetts
$1.49M -$5.22K -27 -0.4%
Susquehanna International Group
205
Susquehanna International Group
Pennsylvania
$1.47M -$6.66M -34,425 -82%
CIBC Private Wealth Group
206
CIBC Private Wealth Group
Georgia
$1.46M +$1.52M +7,860 New
LNB
207
Ledyard National Bank
$1.43M -$15.5K -80 -1%
SCG
208
Sonata Capital Group
Washington
$1.42M
IAS
209
IMA Advisory Services
Colorado
$1.42M
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$1.4M
BFG
211
Beacon Financial Group
Texas
$1.4M
AC
212
Apella Capital
Connecticut
$1.39M
BCA
213
Berman Capital Advisors
Georgia
$1.38M -$84.9K -439 -6%
CIC
214
Cornercap Investment Counsel
Georgia
$1.38M +$1.36M +7,050 New
RSC
215
Red Spruce Capital
Pennsylvania
$1.38M -$17.6K -91 -1%
EWM
216
Evercore Wealth Management
New York
$1.38M
WA
217
Wealth Architects
California
$1.37M -$119K -615 -8%
SPFA
218
Summit Place Financial Advisors
New Jersey
$1.33M +$1.31M +6,789 New
AAMC
219
Asset Allocation & Management Company
Illinois
$1.33M
IIM
220
Ironwood Investment Management
Massachusetts
$1.32M -$58K -300 -4%
BFM
221
Boston Financial Management
Massachusetts
$1.29M
HCM
222
Hollencrest Capital Management
California
$1.28M
PFPT
223
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.28M -$1.81M -9,372 -59%
CTC
224
Central Trust Company
Missouri
$1.27M
PCIG
225
Partners Capital Investment Group
Massachusetts
$1.25M