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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
476
Sutton Wealth Advisors
Florida
$209K -$2.94K -14 -1%
PFWA
477
Paces Ferry Wealth Advisors
Georgia
$206K – – –
Williams Jones Wealth Management
478
Williams Jones Wealth Management
New York
$203K +$191K +910 New
LFF
479
Level Four Financial
Texas
$202K +$190K +905 New
PK
480
Pflug Koory
Nebraska
$195K – – –
CT
481
Caldwell Trust
Florida
$190K – – –
GSAM
482
Grant Street Asset Management
Pennsylvania
$184K +$173K +823 New
SWM
483
Sugarloaf Wealth Management
Georgia
$181K -$20.4K -97 -11%
Smithfield Trust
484
Smithfield Trust
Pennsylvania
$163K – – –
Loring Wolcott & Coolidge Fiduciary Advisors
485
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$162K – – –
WEC
486
Winslow Evans & Crocker
Massachusetts
$159K – – –
TIM
487
Tortoise Investment Management
New York
$158K – – –
TC
488
Truvestments Capital
Florida
$158K +$149K +710 New
TFS
489
TrustCore Financial Services
Tennessee
$149K +$58.4K +278 +72%
M
490
MOTCO
Texas
$141K +$132K +629 New
NOI
491
Newton One Investments
Delaware
$139K +$130K +621 New
EW
492
Evoke Wealth
California
$133K – – –
MWP
493
Meridian Wealth Partners
Pennsylvania
$132K -$36.5K -174 -23%
TF
494
Tompkins Financial
New York
$127K – – –
AFG
495
Albion Financial Group
Utah
$125K +$117K +558 New
COCM
496
Charter Oak Capital Management
New Hampshire
$123K +$115K +548 New
NG
497
NWK Group
California
$120K – – –
SouthState Corp
498
SouthState Corp
Florida
$113K -$52.5K -250 -33%
PMFA
499
Plante Moran Financial Advisors
Michigan
$112K – – –
NFG
500
Next Financial Group
Texas
$110K +$16K +76 +18%