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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
426
Capstone Financial Advisors
Illinois
$693K +$1.71K +6 +0.3%
WSTAM
427
Wilbanks Smith & Thomas Asset Management
Virginia
$685K +$8.27K +29 +1%
Neuberger Berman Group
428
Neuberger Berman Group
New York
$679K -$1.58M -5,548 -71%
CWM
429
Collaborative Wealth Management
Florida
$672K – – –
PAIM
430
Punch & Associates Investment Management
Minnesota
$666K +$109K +383 +21%
SFA
431
Sequoia Financial Advisors
Ohio
$663K +$9.98K +35 +2%
TGAM
432
TBH Global Asset Management
Tennessee
$659K +$6.28K +22 +1%
FTWA
433
Fifth Third Wealth Advisors
Ohio
$654K +$122K +428 +24%
BWM
434
Brown Wealth Management
Illinois
$651K +$285 +1 +0%
SW
435
SVB Wealth
Massachusetts
$641K -$3.14K -11 -0.5%
NED
436
Nancy E. Dempze
$631K – – –
JWBC
437
J.W. Burns & Co
New York
$630K – – –
1WM
438
1900 Wealth Management
Texas
$621K -$34.2K -120 -5%
CWA
439
CM Wealth Advisors
Ohio
$618K +$81.3K +285 +16%
FF
440
Francis Financial
$617K -$25.4K -89 -4%
PA
441
Procyon Advisors
Connecticut
$610K – – –
AA
442
Ashford Advisors
New York
$610K – – –
SWA
443
Sightline Wealth Advisors
Connecticut
$607K +$1.43K +5 +0.2%
NG
444
Norden Group
Utah
$606K +$576K +2,018 New
BRWA
445
B. Riley Wealth Advisors
Florida
$604K +$92.7K +325 +15%
APP
446
Avantax Planning Partners
Iowa
$604K +$282K +988 +96%
CA
447
Crewe Advisors
Utah
$602K – – –
HA
448
Harbor Advisors
Florida
$600K – – –
PP
449
PrairieView Partners
Minnesota
$587K – – –
HIA
450
Harbor Investment Advisory
Maryland
$586K -$22.8K -80 -4%