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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
451
Kestra Private Wealth Services
Texas
$385K +$129K +559 +52%
CWM
452
Core Wealth Management
Florida
$384K – – –
VF
453
Vawter Financial
Ohio
$383K -$50.8K -220 -12%
AAS
454
Avantax Advisory Services
Texas
$382K -$89.1K -386 -19%
GC
455
Gould Capital
Washington
$380K -$439K -1,903 -54%
FAG
456
Fortitude Advisory Group
Washington
$379K – – –
HSA
457
HBK Sorce Advisory
Pennsylvania
$378K -$553K -2,398 -60%
PFA
458
Pathway Financial Advisors
Vermont
$377K – – –
WB
459
WesBanco Bank
West Virginia
$375K – – –
BCPWM
460
Bradley & Co Private Wealth Management
Florida
$367K – – –
SFS
461
Summit Financial Strategies
Ohio
$365K – – –
PRWA
462
Platte River Wealth Advisors
Colorado
$363K – – –
PJSIMP
463
P.J. Schmidt Investment Management (PJS)
Wisconsin
$354K – – –
MSS
464
Mitchell Sinkler & Starr
Pennsylvania
$353K – – –
KP
465
Keel Point
Alabama
$352K -$1.17M -5,072 -77%
PWM
466
Perigon Wealth Management
California
$349K +$4.85K +21 +1%
NA
467
NewEdge Advisors
Louisiana
$347K +$17.1K +74 +5%
BCWM
468
Bartlett & Co Wealth Management
Ohio
$347K – – –
BC
469
Bartlett & Co
Ohio
$347K – – –
RW
470
REDW Wealth
New Mexico
$342K – – –
FFA
471
Farther Finance Advisors
California
$341K – – –
WPA
472
West Paces Advisors
Georgia
$338K – – –
MWM
473
Madison Wealth Management
Ohio
$335K – – –
EIA
474
Eldridge Investment Advisors
New Hampshire
$335K – – –
CPFP
475
Clear Perspectives Financial Planning
Ohio
$330K – – –