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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
451
AGH Wealth Advisors
Kansas
$865K -$65.2K -170 -7%
NPAN
452
Northeast Planning Associates NH
New Hampshire
$855K -$150K -390 -15%
DWP
453
Destiny Wealth Partners
Florida
$850K – – –
SYBT
454
Stock Yards Bank & Trust
Kentucky
$840K -$99.8K -260 -11%
KA
455
KLCM Advisors
Wisconsin
$838K +$831K +2,165 New
MCA
456
MSH Capital Advisors
Arizona
$826K +$88.6K +231 +12%
BWM
457
Brown Wealth Management
Illinois
$824K +$1.53K +4 +0.2%
HCM
458
Hollencrest Capital Management
California
$819K – – –
AAP
459
Arax Advisory Partners
Colorado
$816K +$809K +2,109 New
NED
460
Nancy E. Dempze
$813K – – –
ECM
461
Evergreen Capital Management
Washington
$811K – – –
MAC
462
Mason & Associates (California)
California
$810K -$173K -450 -18%
JWBC
463
J.W. Burns & Co
New York
$807K – – –
SWA
464
Sightline Wealth Advisors
Connecticut
$798K +$2.3K +6 +0.3%
MCA
465
Martin Capital Advisors
Texas
$789K – – –
Empower Advisory Group
466
Empower Advisory Group
Colorado
$785K -$236K -615 -23%
AG
467
Ascent Group
Virginia
$782K -$48.7K -127 -6%
AAS
468
Annex Advisory Services
Wisconsin
$780K +$774K +2,016 New
FH
469
FWG Holdings
Florida
$779K -$51.4K -134 -6%
BF
470
BOK Financial
Oklahoma
$774K – – –
HA
471
Harbor Advisors
Florida
$774K – – –
GVCM
472
Global View Capital Management
Wisconsin
$768K +$74.8K +195 +11%
CWM
473
Collaborative Wealth Management
Florida
$764K – – –
HIA
474
Harbor Investment Advisory
Maryland
$763K – – –
APP
475
Avantax Planning Partners
Iowa
$758K +$768 +2 +0.1%