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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
401
Wade Financial Advisory
California
$549K – – –
CCA
402
Cobblestone Capital Advisors
New York
$547K – – –
HFRG
403
Houlihan Financial Resource Group
Virginia
$547K – – –
PP
404
PrairieView Partners
Minnesota
$540K -$44.8K -194 -8%
WWC
405
Waypoint Wealth Counsel
Georgia
$538K +$195K +843 +58%
CFA
406
Capstone Financial Advisors
Illinois
$536K +$1.85K +8 +0.4%
AA
407
Ashford Advisors
New York
$535K – – –
FF
408
Francis Financial
$532K -$6K -26 -1%
Wilbanks Smith & Thomas Asset Management
409
Wilbanks Smith & Thomas Asset Management
Virginia
$530K +$7.16K +31 +1%
CWM
410
Collaborative Wealth Management
Florida
$527K – – –
Dana Investment Advisors
411
Dana Investment Advisors
Wisconsin
$524K -$4.85K -21 -0.9%
WE
412
Wealth Effects
Massachusetts
$519K – – –
CWM
413
C2C Wealth Management
Arizona
$515K – – –
RCAG
414
Rehmann Capital Advisory Group
Michigan
$515K -$180K -781 -26%
TGAM
415
TBH Global Asset Management
Tennessee
$512K – – –
Scotia Capital
416
Scotia Capital
Ontario, Canada
$508K – – –
HCM
417
Hollencrest Capital Management
California
$507K -$342K -1,480 -41%
NED
418
Nancy E. Dempze
$495K – – –
JWBC
419
J.W. Burns & Co
New York
$494K – – –
Evergreen Capital Management
420
Evergreen Capital Management
Washington
$494K – – –
Coldstream Capital Management
421
Coldstream Capital Management
Washington
$488K +$923 +4 +0.2%
Focus Partners Advisor Solutions
422
Focus Partners Advisor Solutions
Missouri
$482K +$22.2K +96 +5%
Spire Wealth Management
423
Spire Wealth Management
Virginia
$480K +$61.4K +266 +15%
CA
424
Crewe Advisors
Utah
$480K -$2.54K -11 -0.5%
HIA
425
Harbor Investment Advisory
Maryland
$472K – – –