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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
451
Prosperity Capital Advisors
Ohio
$666K -$613K -1,829 -47%
Dana Investment Advisors
452
Dana Investment Advisors
Wisconsin
$664K -$28.8K -86 -4%
Kestra Private Wealth Services
453
Kestra Private Wealth Services
Texas
$664K +$145K +432 +26%
MAV
454
Mason & Associates (Virginia)
Virginia
$656K – – –
Choreo LLC
455
Choreo LLC
Illinois
$656K -$231K -690 -25%
BWM
456
Brown Wealth Management
Illinois
$656K – – –
Susquehanna International Group
457
Susquehanna International Group
Pennsylvania
$654K -$674K -2,010 -49%
SWA
458
Sightline Wealth Advisors
Connecticut
$650K +$1.68K +5 +0.2%
Scotia Capital
459
Scotia Capital
Ontario, Canada
$641K – – –
MCA
460
MSH Capital Advisors
Arizona
$641K +$38.9K +116 +6%
LFA
461
LGT Financial Advisors
Texas
$638K -$86.2K -257 -11%
HA
462
Harbor Advisors
Florida
$635K – – –
BOK Financial
463
BOK Financial
Oklahoma
$635K +$101K +300 +18%
CWM
464
Collaborative Wealth Management
Florida
$635K -$81.1K -242 -11%
HIA
465
Harbor Investment Advisory
Maryland
$626K +$335 +1 +0.1%
Facet Wealth Inc
466
Facet Wealth Inc
Maryland
$621K – – –
Curi RMB Capital
467
Curi RMB Capital
Illinois
$620K -$2.03M -6,058 -76%
Avantax Planning Partners
468
Avantax Planning Partners
Iowa
$620K +$1.01K +3 +0.2%
TWM
469
Topsail Wealth Management
North Carolina
$613K +$647K +1,931 New
WWP
470
Waypoint Wealth Partners
California
$602K – – –
JIC
471
Joel Isaacson & Co
New York
$601K +$335 +1 +0.1%
Perigon Wealth Management
472
Perigon Wealth Management
California
$600K +$335 +1 +0.1%
BW
473
BostonPremier Wealth
Massachusetts
$596K +$1.68K +5 +0.3%
FBB
474
Fulton Breakefield Broenniman
Maryland
$590K – – –
AA
475
Ashford Advisors
New York
$587K – – –