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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DIA
426
Dana Investment Advisors
Wisconsin
$535K -$29.1K -121 -5%
NED
427
Nancy E. Dempze
$535K
BWM
428
Brown Wealth Management
Illinois
$535K +$505K +2,102 New
JWBC
429
J.W. Burns & Co
New York
$534K
ECM
430
Evergreen Capital Management
Washington
$534K
CCM
431
Coldstream Capital Management
Washington
$528K
CA
432
Crewe Advisors
Utah
$518K
HIA
433
Harbor Investment Advisory
Maryland
$517K +$6.01K +25 +1%
OAM
434
Oppenheimer Asset Management
New York
$517K +$488K +2,030 New
RW
435
RVW Wealth
California
$514K -$102K -423 -17%
SFA
436
Sequoia Financial Advisors
Ohio
$512K +$484K +2,012 New
VWA
437
VERITY Wealth Advisors
United States
$501K
AFG
438
Altiora Financial Group
Ohio
$500K
SWM
439
Spire Wealth Management
Virginia
$497K -$20.4K -85 -4%
AA
440
Ancora Advisors
Ohio
$493K
CL
441
Choreo LLC
Illinois
$483K
WWP
442
Waypoint Wealth Partners
California
$482K
FWI
443
Facet Wealth Inc
Maryland
$479K
UFF
444
USA Financial Formulas
Michigan
$467K -$126K -522 -22%
SWA
445
Sightline Wealth Advisors
Connecticut
$466K
HPC
446
HM Payson & Co
Maine
$456K
TI
447
Trexquant Investment
Connecticut
$452K +$428K +1,778 New
UBV
448
United Bank (Virginia)
Virginia
$450K
RWM
449
RKL Wealth Management
Pennsylvania
$448K +$1.2K +5 +0.3%
FTWA
450
Fifth Third Wealth Advisors
Ohio
$445K +$421K +1,750 New