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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DIA
426
Dana Investment Advisors
Wisconsin
$515K
NED
427
Nancy E. Dempze
$515K
JWBC
428
J.W. Burns & Co
New York
$515K
CCMG
429
Clark Capital Management Group
Pennsylvania
$501K +$522K +2,043 New
HIA
430
Harbor Investment Advisory
Maryland
$498K
SFA
431
Sequoia Financial Advisors
Ohio
$495K
CCM
432
Coldstream Capital Management
Washington
$493K -$15.3K -60 -3%
CA
433
Crewe Advisors
Utah
$492K -$7.67K -30 -1%
SWA
434
Sightline Wealth Advisors
Connecticut
$491K +$6.13K +24 +1%
SC
435
Scotia Capital
Ontario, Canada
$490K +$511K +2,001 New
SA
436
Strategic Advocates
Utah
$480K +$500K +1,958 New
SWM
437
Spire Wealth Management
Virginia
$479K
PP
438
PrairieView Partners
Minnesota
$478K -$86.9K -340 -15%
AA
439
Ancora Advisors
Ohio
$475K
AWE
440
Avidian Wealth Enterprises
Texas
$472K +$492K +1,926 New
CL
441
Choreo LLC
Illinois
$467K
WWP
442
Waypoint Wealth Partners
California
$464K
HNB
443
Huntington National Bank
Ohio
$459K
LFA
444
Legacy Financial Advisors
Kentucky
$449K -$135K -530 -22%
RIA
445
Realta Investment Advisors
Delaware
$442K
FWI
446
Facet Wealth Inc
Maryland
$442K
BTWM
447
Baker Tilly Wealth Management
Wisconsin
$439K -$432K -1,690 -49%
HPC
448
HM Payson & Co
Maine
$439K
UBV
449
United Bank (Virginia)
Virginia
$434K
VWA
450
VERITY Wealth Advisors
United States
$433K -$50.8K -199 -10%