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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
426
Kestra Private Wealth Services
Texas
$995K -$46.1K -112 -5%
PTC
427
Private Trust Company
Ohio
$993K
HFRG
428
Houlihan Financial Resource Group
Virginia
$991K
BCA
429
Bayshore Capital Advisors
Florida
$981K
PP
430
Prosperity Planning
Missouri
$972K
HSBC Holdings
431
HSBC Holdings
United Kingdom
$962K -$35K -85 -4%
PP
432
Patten & Patten
Tennessee
$958K
TGAM
433
TBH Global Asset Management
Tennessee
$953K
BF
434
Baring Financial
Washington
$940K -$42K -102 -4%
KA
435
KLCM Advisors
Wisconsin
$923K
BLFG
436
Brian Low Financial Group
Louisiana
$917K +$886K +2,151 New
FFA
437
Farther Finance Advisors
California
$915K -$558K -1,354 -39%
NPAN
438
Northeast Planning Associates NH
New Hampshire
$913K
MCA
439
MSH Capital Advisors
Arizona
$913K -$5.36K -13 -0.6%
ECM
440
Evergreen Capital Management
Washington
$905K
HCM
441
Hollencrest Capital Management
California
$902K
AWA
442
AGH Wealth Advisors
Kansas
$898K -$53.6K -130 -6%
NED
443
Nancy E. Dempze
$896K
JWBC
444
J.W. Burns & Co
New York
$889K
CL
445
Choreo LLC
Illinois
$886K +$87.8K +213 +11%
SWA
446
Sightline Wealth Advisors
Connecticut
$883K +$2.06K +5 +0.2%
LCWP
447
Legacy Capital Wealth Partners
Arkansas
$878K +$849K +2,060 New
FWI
448
Facet Wealth Inc
Maryland
$873K +$63.4K +154 +8%
MCA
449
Martin Capital Advisors
Texas
$870K
AG
450
Ascent Group
Virginia
$862K