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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DIA
451
Dana Investment Advisors
Wisconsin
$585K
AA
452
Ancora Advisors
Ohio
$582K -$14.3K -50 -3%
AWE
453
Avidian Wealth Enterprises
Texas
$579K
CC
454
Cornerstone Capital
California
$577K +$11.4K +40 +2%
FWI
455
Facet Wealth Inc
Maryland
$574K
WWP
456
Waypoint Wealth Partners
California
$569K
OAM
457
Oppenheimer Asset Management
New York
$565K -$108K -379 -17%
MCA
458
MSH Capital Advisors
Arizona
$563K -$334K -1,171 -38%
TW
459
TritonPoint Wealth
Maryland
$553K -$330K -1,156 -57%
SWM
460
Spire Wealth Management
Virginia
$544K +$285 +1 +0.1%
AF
461
Allworth Financial
California
$540K
HPC
462
HM Payson & Co
Maine
$537K
PWM
463
Perigon Wealth Management
California
$536K +$285 +1 +0.1%
RWM
464
RKL Wealth Management
Pennsylvania
$534K +$1.14K +4 +0.2%
UBV
465
United Bank (Virginia)
Virginia
$531K
VWA
466
VERITY Wealth Advisors
United States
$531K
NA
467
NewEdge Advisors
Louisiana
$524K -$7.99K -28 -2%
GI
468
GLOBALT Investments
Georgia
$521K
SC
469
SouthState Corp
Florida
$515K
BWA
470
Burt Wealth Advisors
Maryland
$512K
MIM
471
MTM Investment Management
South Carolina
$509K
ECG
472
EPIQ Capital Group
California
$495K +$1.14K +4 +0.2%
EL
473
Envoi LLC
Minnesota
$494K -$163K -570 -26%
QPWM
474
Quadrant Private Wealth Management
Pennsylvania
$486K +$1.14K +4 +0.2%
PFA
475
Pathway Financial Advisors
Vermont
$480K