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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPC
451
HM Payson & Co
Maine
$636K +$81.2K +272 +15%
FF
452
Francis Financial
$635K
BWM
453
Brown Wealth Management
Illinois
$629K -$38.8K -130 -6%
PA
454
Procyon Advisors
Connecticut
$628K
AA
455
Ashford Advisors
New York
$628K
SC
456
Scotia Capital
Ontario, Canada
$626K -$103K -346 -15%
SWA
457
Sightline Wealth Advisors
Connecticut
$626K +$1.49K +5 +0.2%
APP
458
Avantax Planning Partners
Iowa
$622K +$597 +2 +0.1%
CA
459
Crewe Advisors
Utah
$620K
HA
460
Harbor Advisors
Florida
$617K
FG
461
Foster Group
Iowa
$606K -$1.16M -3,889 -66%
HIA
462
Harbor Investment Advisory
Maryland
$603K +$298 +1 +0.1%
CCM
463
Coldstream Capital Management
Washington
$602K
DIA
464
Dana Investment Advisors
Wisconsin
$602K
AI
465
Atria Investments
North Carolina
$601K -$1.88M -6,308 -76%
FBB
466
Fulton Breakefield Broenniman
Maryland
$592K +$317K +1,062 +124%
WWP
467
Waypoint Wealth Partners
California
$585K
MCA
468
MSH Capital Advisors
Arizona
$580K +$298 +1 +0.1%
NG
469
Norden Group
Utah
$569K -$52.2K -175 -9%
SWM
470
Spire Wealth Management
Virginia
$558K -$2.09K -7 -0.4%
RWM
471
RKL Wealth Management
Pennsylvania
$551K +$1.49K +5 +0.3%
EW
472
Evoke Wealth
California
$548K -$712K -2,385 -57%
UBV
473
United Bank (Virginia)
Virginia
$546K
PWM
474
Perigon Wealth Management
California
$533K -$17.3K -58 -3%
SC
475
SouthState Corp
Florida
$530K