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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Perigon Wealth Management
476
Perigon Wealth Management
California
$488K +$77.3K +303 +20%
RWM
477
RKL Wealth Management
Pennsylvania
$486K +$3.57K +14 +0.8%
UBV
478
United Bank (Virginia)
Virginia
$485K – – –
VWA
479
VERITY Wealth Advisors
United States
$484K – – –
Fifth Third Wealth Advisors
480
Fifth Third Wealth Advisors
Ohio
$479K – – –
Avantax Advisory Services
481
Avantax Advisory Services
Texas
$477K +$84.9K +333 +24%
GLOBALT Investments
482
GLOBALT Investments
Georgia
$475K +$443K +1,736 New
SouthState Corp
483
SouthState Corp
Florida
$470K +$309K +1,212 +240%
BWA
484
Burt Wealth Advisors
Maryland
$467K – – –
MIM
485
MTM Investment Management
South Carolina
$464K – – –
Calamos Advisors
486
Calamos Advisors
Illinois
$456K +$425K +1,666 New
GWM
487
Greenhouse Wealth Management
Connecticut
$452K – – –
ECG
488
EPIQ Capital Group
California
$450K -$17.1K -67 -4%
SSC
489
Syverson Strege & Co
Iowa
$443K +$3.31K +13 +0.8%
QPWM
490
Quadrant Private Wealth Management
Pennsylvania
$442K -$7.39K -29 -2%
PFA
491
Pathway Financial Advisors
Vermont
$438K – – –
Crestwood Advisors Group
492
Crestwood Advisors Group
Massachusetts
$436K +$406K +1,593 New
WesBanco Bank
493
WesBanco Bank
West Virginia
$436K – – –
WE
494
Wealth Effects
Massachusetts
$434K -$158K -618 -28%
VF
495
Vawter Financial
Ohio
$434K – – –
Kestra Private Wealth Services
496
Kestra Private Wealth Services
Texas
$433K +$19.9K +78 +5%
GTS Securities
497
GTS Securities
Florida
$429K -$187K -732 -32%
Forum Financial Management
498
Forum Financial Management
Illinois
$429K +$399K +1,566 New
Ferguson Wellman Capital Management
499
Ferguson Wellman Capital Management
Oregon
$427K – – –
RW
500
RVW Wealth
California
$426K -$8.67K -34 -2%