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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
426
SlateStone Wealth
Florida
$723K -$14.9K -50 -2%
WFA
427
Wade Financial Advisory
California
$719K – – –
SMA
428
Sage Mountain Advisors
Georgia
$719K – – –
RJT
429
Raymond James Trust
Florida
$717K -$13.7K -46 -2%
CCA
430
Cobblestone Capital Advisors
New York
$717K -$298 -1 -0%
PTC
431
Private Trust Company
Ohio
$716K +$334K +1,120 +93%
CFA
432
Capstone Financial Advisors
Illinois
$714K +$1.79K +6 +0.3%
CWP
433
Cyndeo Wealth Partners
Florida
$711K +$688K +2,305 New
PFS
434
Prospera Financial Services
Texas
$709K -$32.5K -109 -5%
NA
435
NewEdge Advisors
Louisiana
$703K +$159K +533 +31%
SFA
436
Sequoia Financial Advisors
Ohio
$696K +$13.4K +45 +2%
LFA
437
LGT Financial Advisors
Texas
$695K -$322K -1,080 -32%
CWM
438
Collaborative Wealth Management
Florida
$692K – – –
TGAM
439
TBH Global Asset Management
Tennessee
$678K – – –
OAM
440
Oppenheimer Asset Management
New York
$678K +$93.7K +314 +17%
Neuberger Berman Group
441
Neuberger Berman Group
New York
$665K -$32.8K -110 -5%
GRP
442
Global Retirement Partners
California
$661K +$292K +980 +84%
SW
443
SVB Wealth
Massachusetts
$659K – – –
OA
444
Oxbow Advisors
Texas
$650K -$116K -389 -16%
NED
445
Nancy E. Dempze
$649K – – –
JWBC
446
J.W. Burns & Co
New York
$644K -$4.48K -15 -0.7%
AF
447
Allworth Financial
California
$643K +$75.8K +254 +14%
MAV
448
Mason & Associates (Virginia)
Virginia
$643K +$621K +2,082 New
BRWA
449
B. Riley Wealth Advisors
Florida
$641K -$113K -379 -15%
1WM
450
1900 Wealth Management
Texas
$640K +$1.49K +5 +0.2%