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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SF
276
Synovus Financial
Georgia
$2.26M -$12.8K -38 -0.6%
DWM
277
Dakota Wealth Management
Florida
$2.25M +$14.8K +44 +0.7%
IAS
278
IMA Advisory Services
Colorado
$2.24M -$36.7K -109 -2%
LIG
279
Lokken Investment Group
Delaware
$2.22M -$97K -288 -4%
GA
280
Geller Advisors
New York
$2.2M -$2.96M -8,805 -57%
MFP
281
Meridian Financial Partners
Virginia
$2.17M -$38.7K -115 -2%
AC
282
Apella Capital
Connecticut
$2.15M +$1.01K +3 +0%
SWA
283
Stratos Wealth Advisors
Ohio
$2.15M -$58.6K -174 -3%
XPN
284
XY Planning Network
Montana
$2.14M +$2.16M +6,406 New
MWM
285
Modera Wealth Management
New Jersey
$2.11M -$6.06K -18 -0.3%
DWT
286
Dorsey & Whitney Trust
South Dakota
$2.1M
GM
287
GeoWealth Management
Illinois
$2.07M +$500K +1,485 +31%
OFS
288
OneAscent Financial Services
Alabama
$2.07M +$2.08M +6,192 New
HFS
289
Heritage Financial Services
Massachusetts
$2.06M -$87.5K -260 -4%
OFG
290
Oxford Financial Group
Indiana
$2.05M
HF
291
HRT Financial
New York
$2.04M -$1.89M -5,602 -48%
EC
292
Estate Counselors
Wisconsin
$2.04M +$60.6K +180 +3%
BC
293
Bakala Capital
South Carolina
$2.01M +$2.02M +6,012 New
YWM
294
Yardley Wealth Management
Pennsylvania
$2M -$15.1K -45 -0.7%
Fuller & Thaler Asset Management
295
Fuller & Thaler Asset Management
California
$1.98M +$1.99M +5,910 New
CCM
296
Cohen Capital Management
California
$1.97M
PFPT
297
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.96M +$74.1K +220 +4%
MCM
298
Manchester Capital Management
Vermont
$1.96M
VPP
299
Vertex Planning Partners
Illinois
$1.96M +$120K +356 +6%
PCIG
300
Partners Capital Investment Group
Massachusetts
$1.96M -$9.91M -29,447 -83%