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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WMA
476
William Mack & Associates
Michigan
$582K +$18.4K +55 +3%
RWM
477
RKL Wealth Management
Pennsylvania
$572K +$1.68K +5 +0.3%
NRC
478
New Republic Capital
North Carolina
$571K – – –
EIP
479
Ellis Investment Partners
Pennsylvania
$566K -$353K -1,053 -37%
CWA Asset Management Group
480
CWA Asset Management Group
Florida
$565K +$191K +569 +47%
MIM
481
MTM Investment Management
South Carolina
$561K +$25.1K +75 +4%
NGA
482
Naples Global Advisors
Florida
$559K +$590K +1,760 New
Ashton Thomas Private Wealth
483
Ashton Thomas Private Wealth
Arizona
$550K -$39.6K -118 -6%
Foster Group
484
Foster Group
Iowa
$544K -$33.5K -100 -6%
1WM
485
1900 Wealth Management
Texas
$536K +$1.34K +4 +0.2%
HM Payson & Co
486
HM Payson & Co
Maine
$535K – – –
CFP
487
Catalyst Financial Partners
Massachusetts
$530K -$777K -2,317 -58%
BHBT
488
Burke & Herbert Bank & Trust
Virginia
$530K +$559K +1,668 New
ACM
489
Armbruster Capital Management
New York
$529K -$357K -1,065 -39%
VWA
490
VERITY Wealth Advisors
United States
$524K – – –
QPWM
491
Quadrant Private Wealth Management
Pennsylvania
$520K +$1.34K +4 +0.2%
Forum Financial Management
492
Forum Financial Management
Illinois
$519K -$1.34K -4 -0.2%
Chilton Capital Management
493
Chilton Capital Management
Texas
$511K -$211K -630 -28%
PAG
494
Poinciana Advisors Group
Florida
$509K – – –
PFA
495
Pathway Financial Advisors
Vermont
$508K – – –
Boston Trust Walden
496
Boston Trust Walden
Massachusetts
$505K +$533K +1,590 New
Kingsview Wealth Management
497
Kingsview Wealth Management
Oregon
$500K +$335 +1 +0.1%
RCAG
498
Rehmann Capital Advisory Group
Michigan
$500K -$26.2K -78 -5%
WE
499
Wealth Effects
Massachusetts
$498K – – –
1SAMC
500
12th Street Asset Management Company
Tennessee
$497K -$1.77M -5,273 -77%