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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
451
Altiora Financial Group
Ohio
$433K +$436K +1,963 New
FPAS
452
Focus Partners Advisor Solutions
Missouri
$431K +$25.8K +116 +6%
AA
453
Ancora Advisors
Ohio
$428K – – –
EAM
454
Evanson Asset Management
California
$421K -$8K -36 -2%
WWP
455
Waypoint Wealth Partners
California
$418K – – –
RFC
456
Regions Financial Corp
Alabama
$416K – – –
PP
457
Prosperity Planning
Missouri
$414K – – –
LHC
458
Little House Capital
Massachusetts
$408K -$3.27M -14,731 -89%
VF
459
Vawter Financial
Ohio
$407K +$410K +1,846 New
JIR
460
James Investment Research
Ohio
$396K – – –
HPC
461
HM Payson & Co
Maine
$395K – – –
AssetMark Inc
462
AssetMark Inc
California
$395K +$31.1K +140 +8%
CPO
463
Cerity Partners OCIO
New York
$393K +$889 +4 +0.2%
USCWA
464
U.S. Capital Wealth Advisors
Texas
$392K +$395K +1,776 New
SWM
465
Spire Wealth Management
Virginia
$391K -$72.2K -325 -15%
UBV
466
United Bank (Virginia)
Virginia
$391K – – –
RWM
467
RKL Wealth Management
Pennsylvania
$386K +$3.56K +16 +0.9%
RMCM
468
Reynders McVeigh Capital Management
Massachusetts
$386K -$189K -850 -33%
RIA
469
Realta Investment Advisors
Delaware
$385K -$22.4K -101 -5%
Fuller & Thaler Asset Management
470
Fuller & Thaler Asset Management
California
$380K +$382K +1,720 New
SSC
471
Syverson Strege & Co
Iowa
$378K +$43.6K +196 +13%
BWA
472
Burt Wealth Advisors
Maryland
$377K – – –
ECG
473
EPIQ Capital Group
California
$375K +$1.78K +8 +0.5%
MIM
474
MTM Investment Management
South Carolina
$374K -$26.7K -120 -7%
WMS
475
Wealth Management Solutions
Pennsylvania
$372K +$375K +1,687 New