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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
451
Core Wealth Management
Florida
$384K
VF
452
Vawter Financial
Ohio
$383K -$50.8K -220 -12%
AAS
453
Avantax Advisory Services
Texas
$382K -$89.1K -386 -19%
GC
454
Gould Capital
Washington
$380K -$439K -1,903 -54%
FAG
455
Fortitude Advisory Group
Washington
$379K
HSA
456
HBK Sorce Advisory
Pennsylvania
$378K -$553K -2,398 -60%
PFA
457
Pathway Financial Advisors
Vermont
$377K
WB
458
WesBanco Bank
West Virginia
$375K
BCPWM
459
Bradley & Co Private Wealth Management
Florida
$367K
SFS
460
Summit Financial Strategies
Ohio
$365K
PRWA
461
Platte River Wealth Advisors
Colorado
$363K
PJSIMP
462
P.J. Schmidt Investment Management (PJS)
Wisconsin
$354K
MSS
463
Mitchell Sinkler & Starr
Pennsylvania
$353K
KP
464
Keel Point
Alabama
$352K -$1.17M -5,072 -77%
PWM
465
Perigon Wealth Management
California
$349K +$4.85K +21 +1%
NA
466
NewEdge Advisors
Louisiana
$347K +$17.1K +74 +5%
BCWM
467
Bartlett & Co Wealth Management
Ohio
$347K
BC
468
Bartlett & Co
Ohio
$347K
RW
469
REDW Wealth
New Mexico
$342K
FFA
470
Farther Finance Advisors
California
$341K
WPA
471
West Paces Advisors
Georgia
$338K
MWM
472
Madison Wealth Management
Ohio
$335K
EIA
473
Eldridge Investment Advisors
New Hampshire
$335K
CPFP
474
Clear Perspectives Financial Planning
Ohio
$330K
HTC
475
Haverford Trust Company
Pennsylvania
$330K