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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
451
Ashford Advisors
New York
$557K -$30.6K -120 -6%
HIA
452
Harbor Investment Advisory
Maryland
$556K – – –
TW
453
TritonPoint Wealth
Maryland
$553K +$515K +2,019 New
SWA
454
Sightline Wealth Advisors
Connecticut
$553K +$4.33K +17 +0.8%
CA
455
Crewe Advisors
Utah
$549K – – –
Focus Partners Advisor Solutions
456
Focus Partners Advisor Solutions
Missouri
$548K -$49.2K -193 -9%
Facet Wealth Inc
457
Facet Wealth Inc
Maryland
$548K +$22.9K +90 +5%
HA
458
Harbor Advisors
Florida
$547K +$510K +2,000 New
Ancora Advisors
459
Ancora Advisors
Ohio
$544K +$12.7K +50 +3%
EL
460
Envoi LLC
Minnesota
$543K – – –
PP
461
PrairieView Partners
Minnesota
$535K – – –
Coldstream Capital Management
462
Coldstream Capital Management
Washington
$534K -$15.8K -62 -3%
Dana Investment Advisors
463
Dana Investment Advisors
Wisconsin
$534K -$39.3K -154 -7%
Avidian Wealth Enterprises
464
Avidian Wealth Enterprises
Texas
$529K +$1.27K +5 +0.3%
WWP
465
Waypoint Wealth Partners
California
$519K – – –
CC
466
Cornerstone Capital
California
$516K -$240K -942 -33%
Choreo LLC
467
Choreo LLC
Illinois
$508K -$10.2K -40 -2%
PAIM
468
Punch & Associates Investment Management
Minnesota
$503K +$469K +1,838 New
Spire Wealth Management
469
Spire Wealth Management
Virginia
$501K -$36K -141 -7%
LFA
470
Legacy Financial Advisors
Kentucky
$496K -$5.35K -21 -1%
CWA
471
CM Wealth Advisors
Ohio
$494K +$90K +353 +24%
Allworth Financial
472
Allworth Financial
California
$493K +$458K +1,797 +44,925%
NewEdge Advisors
473
NewEdge Advisors
Louisiana
$491K +$61.7K +242 +16%
BTWM
474
Baker Tilly Wealth Management
Wisconsin
$490K – – –
HM Payson & Co
475
HM Payson & Co
Maine
$490K – – –