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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APP
501
Avantax Planning Partners
Iowa
$287K – – –
BWM
502
Brickley Wealth Management
California
$286K -$76.9K -297 -21%
BWM
503
BT Wealth Management
Georgia
$286K – – –
GWA
504
GGM Wealth Advisors
Maryland
$283K +$285K +1,100 New
CAM
505
Campion Asset Management
Virginia
$281K -$19.9K -77 -7%
JC
506
Jacobs & Co
California
$277K – – –
RWM
507
Rockwood Wealth Management
Pennsylvania
$276K +$272K +1,052 New
CAMG
508
CWA Asset Management Group
Florida
$276K +$6.99K +27 +3%
Members Trust
509
Members Trust
Florida
$274K – – –
LHC
510
Little House Capital
Massachusetts
$273K +$28.2K +109 +12%
AUB
511
Atlantic Union Bankshares
Virginia
$271K – – –
FAM
512
Flaharty Asset Management
Florida
$271K – – –
DIA
513
Davidson Investment Advisors
Montana
$269K – – –
SWA
514
Sutton Wealth Advisors
Florida
$268K -$73.3K -283 -22%
CWM
515
Congress Wealth Management
Massachusetts
$266K -$907K -3,505 -78%
MCM
516
Monument Capital Management
Virginia
$266K +$259 +1 +0.1%
CF
517
Corrigan Financial
Rhode Island
$264K -$259 -1 -0.1%
MBT
518
Montecito Bank & Trust
California
$263K – – –
PMFA
519
Plante Moran Financial Advisors
Michigan
$262K -$8.28K -32 -3%
RE
520
RBC Europe
United Kingdom
$262K – – –
LFAS
521
Level Four Advisory Services
Texas
$261K – – –
WA
522
WBH Advisory
Maryland
$260K +$259 +1 +0.1%
KJHP
523
K.J. Harrison & Partners
Ontario, Canada
$259K – – –
CCMG
524
Clark Capital Management Group
Pennsylvania
$257K -$426K -1,647 -63%
CIM
525
CIM Investment Management
Pennsylvania
$257K – – –