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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAV
451
Mason & Associates (Virginia)
Virginia
$680K – – –
AWE
452
Avidian Wealth Enterprises
Texas
$674K – – –
AF
453
Allworth Financial
California
$672K – – –
BWM
454
Brown Wealth Management
Illinois
$666K +$315 +1 +0%
SWA
455
Sightline Wealth Advisors
Connecticut
$665K +$1.89K +6 +0.3%
PA
456
Procyon Advisors
Connecticut
$665K – – –
FF
457
Francis Financial
$664K -$7.87K -25 -1%
BRWA
458
B. Riley Wealth Advisors
Florida
$660K -$17.6K -56 -3%
SC
459
Scotia Capital
Ontario, Canada
$660K -$3.15K -10 -0.5%
HA
460
Harbor Advisors
Florida
$653K – – –
FG
461
Foster Group
Iowa
$641K – – –
HIA
462
Harbor Investment Advisory
Maryland
$638K +$315 +1 +0.1%
CCM
463
Coldstream Capital Management
Washington
$637K – – –
APP
464
Avantax Planning Partners
Iowa
$636K -$21.7K -69 -3%
AA
465
Ashford Advisors
New York
$633K -$29.9K -95 -5%
FWI
466
Facet Wealth Inc
Maryland
$632K +$611K +1,940 New
DIA
467
Dana Investment Advisors
Wisconsin
$628K -$8.18K -26 -1%
WWP
468
Waypoint Wealth Partners
California
$619K – – –
MCA
469
MSH Capital Advisors
Arizona
$615K +$1.26K +4 +0.2%
FBB
470
Fulton Breakefield Broenniman
Maryland
$607K -$18.9K -60 -3%
AQR Capital Management
471
AQR Capital Management
Connecticut
$592K -$533K -1,694 -48%
RWM
472
RKL Wealth Management
Pennsylvania
$585K +$1.89K +6 +0.3%
PWM
473
Perigon Wealth Management
California
$564K +$315 +1 +0.1%
SC
474
SouthState Corp
Florida
$561K – – –
BWA
475
Burt Wealth Advisors
Maryland
$558K – – –