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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ECM
426
Evergreen Capital Management
Washington
$516K – – –
DIA
427
Dana Investment Advisors
Wisconsin
$515K – – –
NED
428
Nancy E. Dempze
$515K – – –
JWBC
429
J.W. Burns & Co
New York
$515K – – –
CCMG
430
Clark Capital Management Group
Pennsylvania
$501K +$522K +2,043 New
HIA
431
Harbor Investment Advisory
Maryland
$498K – – –
SFA
432
Sequoia Financial Advisors
Ohio
$495K – – –
CCM
433
Coldstream Capital Management
Washington
$493K -$15.3K -60 -3%
CA
434
Crewe Advisors
Utah
$492K -$7.67K -30 -1%
SWA
435
Sightline Wealth Advisors
Connecticut
$491K +$6.13K +24 +1%
SC
436
Scotia Capital
Ontario, Canada
$490K +$511K +2,001 New
SA
437
Strategic Advocates
Utah
$480K +$500K +1,958 New
SWM
438
Spire Wealth Management
Virginia
$479K – – –
PP
439
PrairieView Partners
Minnesota
$478K -$86.9K -340 -15%
AA
440
Ancora Advisors
Ohio
$475K – – –
AWE
441
Avidian Wealth Enterprises
Texas
$472K +$492K +1,926 New
CL
442
Choreo LLC
Illinois
$467K – – –
WWP
443
Waypoint Wealth Partners
California
$464K – – –
HNB
444
Huntington National Bank
Ohio
$459K – – –
LFA
445
Legacy Financial Advisors
Kentucky
$449K -$135K -530 -22%
RIA
446
Realta Investment Advisors
Delaware
$442K – – –
FWI
447
Facet Wealth Inc
Maryland
$442K – – –
BTWM
448
Baker Tilly Wealth Management
Wisconsin
$439K -$432K -1,690 -49%
HPC
449
HM Payson & Co
Maine
$439K – – –
UBV
450
United Bank (Virginia)
Virginia
$434K – – –