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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
476
MTM Investment Management
South Carolina
$553K – – –
PP
477
PrairieView Partners
Minnesota
$553K – – –
HM Payson & Co
478
HM Payson & Co
Maine
$550K -$119K -379 -18%
BOK Financial
479
BOK Financial
Oklahoma
$549K – – –
1WM
480
1900 Wealth Management
Texas
$548K -$124K -394 -19%
ECG
481
EPIQ Capital Group
California
$542K +$1.57K +5 +0.3%
VWA
482
VERITY Wealth Advisors
United States
$539K – – –
QPWM
483
Quadrant Private Wealth Management
Pennsylvania
$532K +$1.57K +5 +0.3%
Forum Financial Management
484
Forum Financial Management
Illinois
$531K +$14.2K +45 +3%
OneDigital Investment Advisors
485
OneDigital Investment Advisors
Kansas
$527K – – –
GLOBALT Investments
486
GLOBALT Investments
Georgia
$526K -$9.44K -30 -2%
PFA
487
Pathway Financial Advisors
Vermont
$523K – – –
WesBanco Bank
488
WesBanco Bank
West Virginia
$517K – – –
WE
489
Wealth Effects
Massachusetts
$513K – – –
Spire Wealth Management
490
Spire Wealth Management
Virginia
$513K -$74.9K -238 -13%
MWA
491
Midland Wealth Advisors
Illinois
$511K +$21.1K +67 +4%
Ferguson Wellman Capital Management
492
Ferguson Wellman Capital Management
Oregon
$510K – – –
PRWA
493
Platte River Wealth Advisors
Colorado
$503K – – –
MFA
494
Mayflower Financial Advisors
Massachusetts
$502K – – –
Quadrant Capital Group
495
Quadrant Capital Group
Ohio
$501K – – –
MKW
496
Mullaney, Keating & Wright
Connecticut
$499K +$315 +1 +0.1%
VF
497
Vawter Financial
Ohio
$495K – – –
MSS
498
Mitchell Sinkler & Starr
Pennsylvania
$490K – – –
CC
499
Cornerstone Capital
California
$486K +$18.9K +60 +4%
Global Retirement Partners
500
Global Retirement Partners
California
$486K -$206K -656 -31%