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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHGA
226
Sand Hill Global Advisors
California
$4M -$107K -259 -3%
FWIA
227
Fort Washington Investment Advisors
Ohio
$4M -$10.7K -26 -0.3%
IFWM
228
Institute for Wealth Management
Colorado
$3.99M
MA
229
Mosaic Advisors
Texas
$3.94M
CIA
230
Concurrent Investment Advisors
Florida
$3.88M -$19K -46 -0.5%
TWM
231
Tolleson Wealth Management
Texas
$3.87M
CFA
232
Cahill Financial Advisors
Minnesota
$3.85M +$2.06K +5 +0.1%
SB
233
Simmons Bank
Arkansas
$3.82M -$168K -408 -4%
LFP
234
Lakeshore Financial Planning
Michigan
$3.79M
FOR
235
Family Office Research
Maryland
$3.78M -$58.9K -143 -2%
NW
236
NewEdge Wealth
Pennsylvania
$3.75M +$352K +854 +11%
WT
237
Washington Trust
Rhode Island
$3.65M -$30.9K -75 -0.9%
FWMP
238
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3.64M -$96.4K -234 -3%
FHB
239
First Hawaiian Bank
Hawaii
$3.46M -$75.4K -183 -2%
BFPW
240
BOK Financial Private Wealth
Colorado
$3.46M
CQWA
241
Chokshi & Queen Wealth Advisors
California
$3.4M -$7.83K -19 -0.2%
MPCG
242
Matrix Private Capital Group
New York
$3.39M -$17.3K -42 -0.5%
SPC
243
Sigma Planning Corp
Michigan
$3.33M +$55.2K +134 +2%
MWM
244
Modern Wealth Management
Kansas
$3.27M +$1.36M +3,295 +75%
WCM
245
Wealthcare Capital Management
Virginia
$3.26M -$322K -781 -9%
WB
246
WesBanco Bank
West Virginia
$3.26M +$1.75M +4,254 +125%
PA
247
Planning Alternatives
Michigan
$3.2M -$16.5K -40 -0.5%
Prudential Financial
248
Prudential Financial
New Jersey
$3.17M
PFPG
249
Pinnacle Financial Partners (Georgia)
Georgia
$3.13M +$26.8K +65 +0.9%
RB
250
Renasant Bank
Mississippi
$3.12M