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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
451
Cyndeo Wealth Partners
Florida
$809K – – –
P
452
&Partners
Tennessee
$799K +$291K +896 +65%
ACA
453
Affinity Capital Advisors
California
$794K -$107K -329 -13%
MCA
454
Martin Capital Advisors
Texas
$793K – – –
QCM
455
QRG Capital Management
Illinois
$793K +$227K +699 +45%
UFF
456
USA Financial Formulas
Michigan
$788K -$137K -422 -16%
JSW
457
Journey Strategic Wealth
New Jersey
$776K -$137K -421 -16%
NG
458
Norden Group
Utah
$770K – – –
FH
459
FWG Holdings
Florida
$766K – – –
DWP
460
Destiny Wealth Partners
Florida
$756K +$700K +2,154 New
HCM
461
Hollencrest Capital Management
California
$743K – – –
NED
462
Nancy E. Dempze
$738K – – –
ECM
463
Evergreen Capital Management
Washington
$736K – – –
JWBC
464
J.W. Burns & Co
New York
$732K -$7.79K -24 -1%
BWM
465
Brown Wealth Management
Illinois
$725K +$325 +1 +0%
SWA
466
Sightline Wealth Advisors
Connecticut
$720K +$1.62K +5 +0.2%
KNW
467
Kesler Norman & Wride
Utah
$716K +$663K +2,040 New
CL
468
Choreo LLC
Illinois
$709K -$14.9K -46 -2%
LFA
469
LGT Financial Advisors
Texas
$707K +$1.62K +5 +0.2%
PMFA
470
Plante Moran Financial Advisors
Michigan
$704K +$491K +1,511 +305%
BF
471
BOK Financial
Oklahoma
$702K – – –
HA
472
Harbor Advisors
Florida
$702K – – –
CWM
473
Collaborative Wealth Management
Florida
$702K – – –
FWI
474
Facet Wealth Inc
Maryland
$696K – – –
SC
475
Scotia Capital
Ontario, Canada
$694K -$14K -43 -2%