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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
426
Fermata Advisors
California
$384K +$426K +1,853 New
PFBT
427
Parkside Financial Bank & Trust
Missouri
$383K -$410K -1,784 -49%
RIA
428
Realta Investment Advisors
Delaware
$382K +$460 +2 +0.1%
FPAS
429
Focus Partners Advisor Solutions
Missouri
$380K +$74.5K +324 +21%
MIM
430
MTM Investment Management
South Carolina
$376K
JIR
431
James Investment Research
Ohio
$372K
HPC
432
HM Payson & Co
Maine
$371K
RW
433
RVW Wealth
California
$371K
CPO
434
Cerity Partners OCIO
New York
$368K +$920 +4 +0.2%
UBV
435
United Bank (Virginia)
Virginia
$366K
VNB
436
Virginia National Bank
Virginia
$364K
RWM
437
RKL Wealth Management
Pennsylvania
$359K
DA
438
DCM Advisors
New York
$355K +$395K +1,716 New
BWA
439
Burt Wealth Advisors
Maryland
$353K
ECG
440
EPIQ Capital Group
California
$350K +$1.84K +8 +0.5%
GP
441
Girard Partners
Pennsylvania
$347K
LW
442
Linscomb Wealth
Texas
$344K -$1.38K -6 -0.4%
AssetMark Inc
443
AssetMark Inc
California
$342K -$65.3K -284 -15%
GWM
444
Greenhouse Wealth Management
Connecticut
$342K
ZCA
445
Zeke Capital Advisors
Pennsylvania
$341K
DFC
446
DBK Financial Counsel
Ohio
$335K
PFA
447
Pathway Financial Advisors
Vermont
$331K
GC
448
Gould Capital
Washington
$330K -$1.61K -7 -0.4%
WB
449
WesBanco Bank
West Virginia
$329K
JSW
450
Journey Strategic Wealth
New Jersey
$327K +$363K +1,580 New