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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
401
Crewe Advisors
Utah
$445K – – –
OA
402
Oxbow Advisors
Texas
$444K +$484K +2,042 New
KAM
403
KEB Asset Management
Illinois
$440K – – –
AA
404
Alesco Advisors
New York
$435K – – –
RFC
405
Regions Financial Corp
Alabama
$430K -$2.13K -9 -0.5%
VWA
406
VERITY Wealth Advisors
United States
$428K – – –
HIA
407
Harbor Investment Advisory
Maryland
$426K – – –
CWM
408
Congress Wealth Management
Massachusetts
$425K +$223K +940 +93%
SWA
409
Sightline Wealth Advisors
Connecticut
$423K +$947 +4 +0.2%
EAM
410
Evanson Asset Management
California
$422K -$260K -1,100 -36%
AA
411
Ancora Advisors
Ohio
$422K – – –
AssetMark Inc
412
AssetMark Inc
California
$420K – – –
PBO
413
Peoples Bank (Ohio)
Ohio
$413K +$72.2K +305 +19%
WWP
414
Waypoint Wealth Partners
California
$412K – – –
FWI
415
Facet Wealth Inc
Maryland
$412K +$448K +1,894 New
HPA
416
High Probability Advisors
New York
$411K -$56.4K -238 -11%
CWA
417
CM Wealth Advisors
Ohio
$409K +$445K +1,880 New
RIA
418
Realta Investment Advisors
Delaware
$406K +$21.8K +92 +5%
BMWM
419
Brown Miller Wealth Management
Virginia
$403K +$439K +1,855 New
MIM
420
MTM Investment Management
South Carolina
$400K – – –
CCM
421
Coldstream Capital Management
Washington
$397K -$14K -59 -3%
JIR
422
James Investment Research
Ohio
$390K – – –
RW
423
RVW Wealth
California
$390K – – –
HPC
424
HM Payson & Co
Maine
$389K – – –
UBV
425
United Bank (Virginia)
Virginia
$385K – – –