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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
426
Wade Financial Advisory
California
$719K
SMA
427
Sage Mountain Advisors
Georgia
$719K
RJT
428
Raymond James Trust
Florida
$717K -$13.7K -46 -2%
CCA
429
Cobblestone Capital Advisors
New York
$717K -$298 -1 -0%
PTC
430
Private Trust Company
Ohio
$716K +$334K +1,120 +93%
CFA
431
Capstone Financial Advisors
Illinois
$714K +$1.79K +6 +0.3%
CWP
432
Cyndeo Wealth Partners
Florida
$711K +$688K +2,305 New
PFS
433
Prospera Financial Services
Texas
$709K -$32.5K -109 -5%
NA
434
NewEdge Advisors
Louisiana
$703K +$159K +533 +31%
SFA
435
Sequoia Financial Advisors
Ohio
$696K +$13.4K +45 +2%
LFA
436
LGT Financial Advisors
Texas
$695K -$322K -1,080 -32%
CWM
437
Collaborative Wealth Management
Florida
$692K
TGAM
438
TBH Global Asset Management
Tennessee
$678K
OAM
439
Oppenheimer Asset Management
New York
$678K +$93.7K +314 +17%
Neuberger Berman Group
440
Neuberger Berman Group
New York
$665K -$32.8K -110 -5%
GRP
441
Global Retirement Partners
California
$661K +$292K +980 +84%
SW
442
SVB Wealth
Massachusetts
$659K
OA
443
Oxbow Advisors
Texas
$650K -$116K -389 -16%
NED
444
Nancy E. Dempze
$649K
JWBC
445
J.W. Burns & Co
New York
$644K -$4.48K -15 -0.7%
AF
446
Allworth Financial
California
$643K +$75.8K +254 +14%
MAV
447
Mason & Associates (Virginia)
Virginia
$643K +$621K +2,082 New
BRWA
448
B. Riley Wealth Advisors
Florida
$641K -$113K -379 -15%
1WM
449
1900 Wealth Management
Texas
$640K +$1.49K +5 +0.2%
AWE
450
Avidian Wealth Enterprises
Texas
$637K +$39.4K +132 +7%