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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
401
Prospera Financial Services
Texas
$656K -$5.05K -21 -0.8%
Betterment LLC
402
Betterment LLC
New York
$655K -$27.7K -115 -4%
IAIM
403
International Assets Investment Management
Florida
$650K +$17.6K +73 +3%
CCM
404
Chilton Capital Management
Texas
$637K -$192K -799 -24%
OA
405
Oxbow Advisors
Texas
$635K – – –
MFA
406
Mayflower Financial Advisors
Massachusetts
$631K +$721 +3 +0.1%
BRWA
407
B. Riley Wealth Advisors
Florida
$618K -$5.53K -23 -0.9%
RJT
408
Raymond James Trust
Florida
$610K -$7.21K -30 -1%
SW
409
SlateStone Wealth
Florida
$609K +$240 +1 +0%
LFA
410
Legacy Financial Advisors
Kentucky
$602K -$18.5K -77 -3%
GC
411
Gibson Capital
Pennsylvania
$594K – – –
WFA
412
Wade Financial Advisory
California
$593K – – –
CCA
413
Cobblestone Capital Advisors
New York
$591K -$481 -2 -0.1%
PP
414
PrairieView Partners
Minnesota
$583K – – –
CFA
415
Capstone Financial Advisors
Illinois
$581K +$1.44K +6 +0.3%
AA
416
Ashford Advisors
New York
$578K – – –
PWM
417
Perigon Wealth Management
California
$574K +$186K +775 +52%
CWM
418
C2C Wealth Management
Arizona
$572K – – –
CWM
419
Collaborative Wealth Management
Florida
$570K – – –
CAC
420
Certified Advisory Corp
Florida
$570K +$538K +2,238 New
FF
421
Francis Financial
$569K -$6.73K -28 -1%
WE
422
Wealth Effects
Massachusetts
$561K – – –
RCAG
423
Rehmann Capital Advisory Group
Michigan
$557K +$240 +1 +0%
USB
424
Union Savings Bank
Connecticut
$555K +$506K +2,106 New
TGAM
425
TBH Global Asset Management
Tennessee
$553K – – –