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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
401
Neuberger Berman Group
New York
$615K – – –
WMP
402
Wealth Management Partners
Arizona
$610K – – –
AWM
403
Aprio Wealth Management
Georgia
$602K – – –
OA
404
Oxbow Advisors
Texas
$598K +$327K +1,473 +119%
LFA
405
Legacy Financial Advisors
Kentucky
$596K -$1M -4,512 -63%
ST
406
Spinnaker Trust
Maine
$595K – – –
Betterment LLC
407
Betterment LLC
New York
$591K +$122K +547 +26%
SFWC
408
Strategic Family Wealth Counselors
New Jersey
$590K – – –
PFS
409
Prospera Financial Services
Texas
$585K -$170K -764 -22%
BRWA
410
B. Riley Wealth Advisors
Florida
$552K -$17.8K -80 -3%
HR
411
Howe & Rusling
New York
$549K +$4.89K +22 +0.9%
PP
412
PrairieView Partners
Minnesota
$549K -$12K -54 -2%
SOS
413
Silver Oak Securities
Tennessee
$547K +$514K +2,311 +1,376%
MFA
414
Mayflower Financial Advisors
Massachusetts
$546K -$39.3K -177 -7%
RW
415
RVW Wealth
California
$541K +$147K +660 +37%
CWM
416
Congress Wealth Management
Massachusetts
$541K +$96.7K +435 +22%
RJT
417
Raymond James Trust
Florida
$536K -$34.9K -157 -6%
RRCM
418
Rappaport Reiches Capital Management
Illinois
$535K – – –
HBT
419
Hills Bank & Trust
Iowa
$527K – – –
GT
420
Glenview Trust
Kentucky
$517K +$21.6K +97 +4%
GC
421
Gibson Capital
Pennsylvania
$515K – – –
WFA
422
Wade Financial Advisory
California
$514K -$7.33K -33 -1%
CCA
423
Cobblestone Capital Advisors
New York
$513K +$38.9K +175 +8%
HFRG
424
Houlihan Financial Resource Group
Virginia
$513K +$516K +2,324 New
BAAM
425
Baker Avenue Asset Management
California
$505K +$232K +1,043 +84%