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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWE
451
Avidian Wealth Enterprises
Texas
$674K
AF
452
Allworth Financial
California
$672K
BWM
453
Brown Wealth Management
Illinois
$666K +$315 +1 +0%
SWA
454
Sightline Wealth Advisors
Connecticut
$665K +$1.89K +6 +0.3%
PA
455
Procyon Advisors
Connecticut
$665K
FF
456
Francis Financial
$664K -$7.87K -25 -1%
BRWA
457
B. Riley Wealth Advisors
Florida
$660K -$17.6K -56 -3%
SC
458
Scotia Capital
Ontario, Canada
$660K -$3.15K -10 -0.5%
HA
459
Harbor Advisors
Florida
$653K
FG
460
Foster Group
Iowa
$641K
HIA
461
Harbor Investment Advisory
Maryland
$638K +$315 +1 +0.1%
CCM
462
Coldstream Capital Management
Washington
$637K
APP
463
Avantax Planning Partners
Iowa
$636K -$21.7K -69 -3%
AA
464
Ashford Advisors
New York
$633K -$29.9K -95 -5%
FWI
465
Facet Wealth Inc
Maryland
$632K +$611K +1,940 New
DIA
466
Dana Investment Advisors
Wisconsin
$628K -$8.18K -26 -1%
WWP
467
Waypoint Wealth Partners
California
$619K
MCA
468
MSH Capital Advisors
Arizona
$615K +$1.26K +4 +0.2%
FBB
469
Fulton Breakefield Broenniman
Maryland
$607K -$18.9K -60 -3%
AQR Capital Management
470
AQR Capital Management
Connecticut
$592K -$533K -1,694 -48%
RWM
471
RKL Wealth Management
Pennsylvania
$585K +$1.89K +6 +0.3%
PWM
472
Perigon Wealth Management
California
$564K +$315 +1 +0.1%
SC
473
SouthState Corp
Florida
$561K
BWA
474
Burt Wealth Advisors
Maryland
$558K
MIM
475
MTM Investment Management
South Carolina
$553K