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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DFC
376
DBK Financial Counsel
Ohio
$637K +$622K +2,295 New
CWM
377
Collaborative Wealth Management
Florida
$635K +$620K +2,289 New
WSTAM
378
Wilbanks Smith & Thomas Asset Management
Virginia
$623K -$8.67K -32 -1%
CFA
379
Capstone Financial Advisors
Illinois
$620K +$3.79K +14 +0.6%
GT
380
Glenview Trust
Kentucky
$615K +$46.6K +172 +8%
NED
381
Nancy E. Dempze
$612K +$597K +2,205 New
TGAM
382
TBH Global Asset Management
Tennessee
$604K – – –
AAS
383
Avantax Advisory Services
Texas
$600K +$22.5K +83 +4%
BNP Paribas Financial Markets
384
BNP Paribas Financial Markets
France
$599K +$585K +2,159 New
CT
385
Cambridge Trust
Massachusetts
$599K +$585K +2,160 New
JWBC
386
J.W. Burns & Co
New York
$583K – – –
BFEC
387
Benjamin F. Edwards & Company
Missouri
$582K +$46.6K +172 +9%
SCM
388
Sterneck Capital Management
Missouri
$574K – – –
CA
389
Crewe Advisors
Utah
$568K -$460K -1,699 -45%
RFC
390
Regions Financial Corp
Alabama
$566K – – –
KAM
391
KEB Asset Management
Illinois
$561K +$548K +2,022 New
IAIM
392
International Assets Investment Management
Florida
$556K +$85.3K +315 +19%
VWA
393
VERITY Wealth Advisors
United States
$546K – – –
HIA
394
Harbor Investment Advisory
Maryland
$544K – – –
SWA
395
Sightline Wealth Advisors
Connecticut
$543K +$2.44K +9 +0.5%
AA
396
Ancora Advisors
Ohio
$538K – – –
YCM
397
Yousif Capital Management
Michigan
$533K +$521K +1,922 New
PPW
398
Pasadena Private Wealth
California
$531K +$7.31K +27 +1%
WWP
399
Waypoint Wealth Partners
California
$526K – – –
RIA
400
Realta Investment Advisors
Delaware
$523K +$271 +1 +0.1%