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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kestra Private Wealth Services
476
Kestra Private Wealth Services
Texas
$369K -$61.8K -242 -14%
Farther Finance Advisors
477
Farther Finance Advisors
California
$368K +$13.3K +52 +4%
Old Mission Capital
478
Old Mission Capital
Illinois
$368K +$383K +1,500 New
KP
479
Keel Point
Alabama
$367K – – –
PJSIMP
480
P.J. Schmidt Investment Management (PJS)
Wisconsin
$365K – – –
EAM
481
Evanson Asset Management
California
$365K – – –
Bartlett & Co
482
Bartlett & Co
Ohio
$363K – – –
Bartlett & Co Wealth Management
483
Bartlett & Co Wealth Management
Ohio
$363K – – –
Perigon Wealth Management
484
Perigon Wealth Management
California
$363K -$198K -775 -34%
AWM
485
Accurate Wealth Management
Florida
$357K -$34.8K -136 -9%
RMCM
486
Reynders McVeigh Capital Management
Massachusetts
$356K -$12.8K -50 -3%
RW
487
REDW Wealth
New Mexico
$356K – – –
WWC
488
Waypoint Wealth Counsel
Georgia
$356K – – –
Prime Capital Investment Advisors
489
Prime Capital Investment Advisors
Kansas
$355K +$511 +2 +0.1%
MWM
490
Madison Wealth Management
Ohio
$349K – – –
EIA
491
Eldridge Investment Advisors
New Hampshire
$349K – – –
Avantax Advisory Services
492
Avantax Advisory Services
Texas
$345K -$1.02K -4 -0.3%
CWM
493
Core Wealth Management
Florida
$345K -$57.5K -225 -14%
Haverford Trust Company
494
Haverford Trust Company
Pennsylvania
$343K – – –
CNB
495
Camden National Bank
Maine
$341K – – –
FAIM
496
Financial Advocates Investment Management
Washington
$340K – – –
Diversified Trust
497
Diversified Trust
Tennessee
$336K +$124K +487 +55%
Quadrant Capital Group
498
Quadrant Capital Group
Ohio
$333K – – –
Steward Partners Investment Advisory
499
Steward Partners Investment Advisory
New York
$329K – – –
First Citizens Bank & Trust
500
First Citizens Bank & Trust
North Carolina
$324K -$1.53K -6 -0.5%