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iShares Russell 3000 ETF

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