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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HA
326
HC Advisors
Georgia
$942K
AAMC
327
Asset Allocation & Management Company
Illinois
$931K
ADL
328
Asset Dedication LLC
California
$927K
CFG
329
Citizens Financial Group
Rhode Island
$925K +$4.44K +20 +0.5%
SSWM
330
Smith Salley Wealth Management
North Carolina
$924K -$10.7K -48 -1%
AWS
331
Atria Wealth Solutions
New York
$921K -$50.2K -226 -5%
SSB
332
Sandy Spring Bank
Maryland
$918K +$800K +3,601 +645%
MAC
333
Mason & Associates (California)
California
$905K -$1.33K -6 -0.1%
LBC
334
Lowe Brockenbrough & Co
Virginia
$898K
MCM
335
MAI Capital Management
Ohio
$894K +$48.4K +218 +6%
CC
336
Cornerstone Capital
California
$892K +$20.7K +93 +2%
SM
337
Sensible Money
Arizona
$892K +$898K +4,041 New
MPCG
338
Matrix Private Capital Group
New York
$892K
VCP
339
Vista Capital Partners
Oregon
$888K
BPWM
340
Badgley Phelps Wealth Managers
Washington
$888K +$163K +735 +22%
QCG
341
Quadrant Capital Group
Ohio
$887K -$88.9K -400 -9%
HSA
342
HBK Sorce Advisory
Pennsylvania
$884K +$598K +2,689 +204%
GCA
343
Greenwood Capital Associates
South Carolina
$881K
IFG
344
Independent Financial Group
California
$872K
IA
345
IFG Advisory
Georgia
$870K -$13.8K -62 -2%
APG
346
Abacus Planning Group
South Carolina
$857K
BTWM
347
Baker Tilly Wealth Management
Wisconsin
$849K -$93.5K -421 -10%
DADC
348
D.A. Davidson & Co
Montana
$839K -$56.7K -255 -6%
LFA
349
LGT Financial Advisors
Texas
$838K +$843K +3,795 New
Luther King Capital Management (LKCM)
350
Luther King Capital Management (LKCM)
Texas
$821K