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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
426
Focus Partners Advisor Solutions
Missouri
$552K +$28.9K +120 +6%
DIA
427
Dana Investment Advisors
Wisconsin
$535K -$29.1K -121 -5%
NED
428
Nancy E. Dempze
$535K – – –
BWM
429
Brown Wealth Management
Illinois
$535K +$505K +2,102 New
JWBC
430
J.W. Burns & Co
New York
$534K – – –
ECM
431
Evergreen Capital Management
Washington
$534K – – –
CCM
432
Coldstream Capital Management
Washington
$528K – – –
CA
433
Crewe Advisors
Utah
$518K – – –
HIA
434
Harbor Investment Advisory
Maryland
$517K +$6.01K +25 +1%
OAM
435
Oppenheimer Asset Management
New York
$517K +$488K +2,030 New
RW
436
RVW Wealth
California
$514K -$102K -423 -17%
SFA
437
Sequoia Financial Advisors
Ohio
$512K +$484K +2,012 New
VWA
438
VERITY Wealth Advisors
United States
$501K – – –
AFG
439
Altiora Financial Group
Ohio
$500K – – –
SWM
440
Spire Wealth Management
Virginia
$497K -$20.4K -85 -4%
AA
441
Ancora Advisors
Ohio
$493K – – –
CL
442
Choreo LLC
Illinois
$483K – – –
WWP
443
Waypoint Wealth Partners
California
$482K – – –
FWI
444
Facet Wealth Inc
Maryland
$479K – – –
UFF
445
USA Financial Formulas
Michigan
$467K -$126K -522 -22%
SWA
446
Sightline Wealth Advisors
Connecticut
$466K – – –
HPC
447
HM Payson & Co
Maine
$456K – – –
TI
448
Trexquant Investment
Connecticut
$452K +$428K +1,778 New
UBV
449
United Bank (Virginia)
Virginia
$450K – – –
RWM
450
RKL Wealth Management
Pennsylvania
$448K +$1.2K +5 +0.3%