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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFA
401
Mayflower Financial Advisors
Massachusetts
$608K – – –
BRWA
402
B. Riley Wealth Advisors
Florida
$604K +$7.15K +28 +1%
SW
403
SlateStone Wealth
Florida
$586K – – –
PA
404
Procyon Advisors
Connecticut
$575K -$289K -1,130 -33%
GC
405
Gibson Capital
Pennsylvania
$572K – – –
WFA
406
Wade Financial Advisory
California
$571K – – –
SMA
407
Sage Mountain Advisors
Georgia
$571K -$136K -532 -19%
HFRG
408
Houlihan Financial Resource Group
Virginia
$570K +$594K +2,324 New
CCA
409
Cobblestone Capital Advisors
New York
$569K – – –
GS
410
GTS Securities
Florida
$563K +$587K +2,299 New
CFA
411
Capstone Financial Advisors
Illinois
$560K – – –
CWM
412
Collaborative Wealth Management
Florida
$549K – – –
EL
413
Envoi LLC
Minnesota
$543K +$566K +2,216 New
RJT
414
Raymond James Trust
Florida
$541K -$48K -188 -8%
WE
415
Wealth Effects
Massachusetts
$540K – – –
FPAS
416
Focus Partners Advisor Solutions
Missouri
$538K +$6.64K +26 +1%
RCAG
417
Rehmann Capital Advisory Group
Michigan
$536K – – –
CWM
418
C2C Wealth Management
Arizona
$536K – – –
OAM
419
Oppenheimer Asset Management
New York
$535K +$38.8K +152 +7%
TGAM
420
TBH Global Asset Management
Tennessee
$533K – – –
BWM
421
Brown Wealth Management
Illinois
$530K +$15.8K +62 +3%
FF
422
Francis Financial
$528K -$19.9K -78 -3%
AA
423
Ashford Advisors
New York
$528K -$30.7K -120 -5%
SW
424
SVB Wealth
Massachusetts
$526K -$220K -860 -29%
USB
425
Union Savings Bank
Connecticut
$516K – – –