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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QPWM
351
Quadrant Private Wealth Management
Pennsylvania
$490K +$1.26K +6 +0.3%
TGAM
352
TBH Global Asset Management
Tennessee
$486K – – –
TNB
353
TCF National Bank
South Dakota
$483K -$21K -100 -4%
JWBC
354
J.W. Burns & Co
New York
$471K – – –
NFG
355
Nations Financial Group
Iowa
$460K +$9.45K +45 +2%
AFA
356
Atlanta Financial Associates
Georgia
$447K – – –
Glenview Trust
357
Glenview Trust
Kentucky
$443K – – –
HIA
358
Harbor Investment Advisory
Maryland
$442K +$6.51K +31 +2%
CPO
359
Cerity Partners OCIO
New York
$441K – – –
VWA
360
VERITY Wealth Advisors
United States
$440K – – –
WJA
361
Willis Johnson & Associates
Texas
$435K +$408K +1,944 New
SWA
362
Sightline Wealth Advisors
Connecticut
$435K +$409K +1,947 New
PA
363
Paracle Advisors
Washington
$426K +$210 +1 +0.1%
WWP
364
Waypoint Wealth Partners
California
$424K +$398K +1,895 New
HCIA
365
Hochman Cole Investment Advisors
Illinois
$421K – – –
PO
366
Private Ocean
California
$415K +$210 +1 +0.1%
PWPS
367
Pinnacle Wealth Planning Services
Ohio
$414K -$13.4K -64 -3%
Pathstone Family Office
368
Pathstone Family Office
New Jersey
$413K +$388K +1,846 New
A
369
AdvicePeriod
California
$410K +$29.6K +141 +8%
Charles Schwab
370
Charles Schwab
California
$406K +$381K +1,816 New
QC
371
QCM Cayman
Texas
$404K +$148K +706 +64%
LW
372
Linscomb Wealth
Texas
$402K -$53.1K -253 -12%
Birch Hill Investment Advisors
373
Birch Hill Investment Advisors
Massachusetts
$402K -$3.78K -18 -1%
JIR
374
James Investment Research
Ohio
$401K – – –
PJSIMP
375
P.J. Schmidt Investment Management (PJS)
Wisconsin
$401K – – –