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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bartlett & Co Wealth Management
401
Bartlett & Co Wealth Management
Ohio
$350K – – –
Bartlett & Co
402
Bartlett & Co
Ohio
$350K – – –
Ashton Thomas Private Wealth
403
Ashton Thomas Private Wealth
Arizona
$348K – – –
VWA
404
V Wealth Advisors
Kansas
$347K – – –
WGAM
405
Wilkinson Global Asset Management
New York
$343K – – –
SSC
406
Syverson Strege & Co
Iowa
$340K +$8.64K +33 +3%
WFA
407
Wade Financial Advisory
California
$339K – – –
PO
408
Private Ocean
California
$339K +$39.8K +152 +13%
SCM
409
SOL Capital Management
Maryland
$336K -$26.2K -100 -7%
AIC
410
Ayalon Insurance Company
Israel
$335K -$576K -2,200 -63%
BO
411
BRR OpCo
Ohio
$332K – – –
Steward Partners Investment Advisory
412
Steward Partners Investment Advisory
New York
$332K – – –
SWPG
413
Strategic Wealth Partners Group
Illinois
$332K +$341K +1,301 New
PS
414
Portfolio Solutions
Michigan
$330K – – –
Perigon Wealth Management
415
Perigon Wealth Management
California
$325K – – –
Integrated Wealth Concepts
416
Integrated Wealth Concepts
Massachusetts
$325K +$108K +412 +48%
OWA
417
Outlook Wealth Advisors
Texas
$324K – – –
WCWM
418
Willow Creek Wealth Management
California
$322K -$11.8K -45 -3%
Meridian Wealth Management
419
Meridian Wealth Management
Kentucky
$322K – – –
ZCA
420
Zeke Capital Advisors
Pennsylvania
$322K – – –
MA
421
MONECO Advisors
Connecticut
$322K +$331K +1,263 New
CCA
422
Column Capital Advisors
Indiana
$315K -$2.62K -10 -0.8%
TFS
423
TrustCore Financial Services
Tennessee
$309K +$80.6K +308 +34%
Spire Wealth Management
424
Spire Wealth Management
Virginia
$304K +$20.7K +79 +7%
NEGWA
425
New England Guild Wealth Advisors
Connecticut
$302K -$10.5K -40 -3%