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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWA
501
GGM Wealth Advisors
Maryland
$242K – – –
OCPWS
502
One Charles Private Wealth Services
Massachusetts
$241K – – –
AIM
503
AHL Investment Management
Florida
$240K – – –
RWP
504
Revolve Wealth Partners
New Jersey
$240K +$262K +1,106 New
MA
505
MONECO Advisors
Connecticut
$238K -$28.4K -120 -10%
APP
506
Avantax Planning Partners
Iowa
$238K – – –
BWM
507
BT Wealth Management
Georgia
$237K – – –
SC
508
Scotia Capital
Ontario, Canada
$236K -$374K -1,578 -59%
BWM
509
Brickley Wealth Management
California
$235K -$2.6K -11 -1%
WA
510
WBH Advisory
Maryland
$233K – – –
BAM
511
Berkshire Asset Management
Pennsylvania
$233K +$254K +1,073 New
RWM
512
Rockwood Wealth Management
Pennsylvania
$229K – – –
CCP
513
Corient Capital Partners
California
$228K +$248K +1,048 New
Members Trust
514
Members Trust
Florida
$227K – – –
AUB
515
Atlantic Union Bankshares
Virginia
$225K – – –
SWA
516
Sutton Wealth Advisors
Florida
$222K +$237 +1 +0.1%
PMFA
517
Plante Moran Financial Advisors
Michigan
$222K +$5.21K +22 +2%
FCB
518
First Command Bank
Texas
$221K -$29.6K -125 -11%
FCFS
519
First Command Financial Services
Texas
$221K -$29.6K -125 -11%
KPWS
520
Kestra Private Wealth Services
Texas
$219K +$16.6K +70 +7%
LFAS
521
Level Four Advisory Services
Texas
$217K – – –
RE
522
RBC Europe
United Kingdom
$217K – – –
CF
523
Corrigan Financial
Rhode Island
$215K -$3.55K -15 -1%
KJHP
524
K.J. Harrison & Partners
Ontario, Canada
$215K – – –
JC
525
Jacobs & Co
California
$213K -$17.8K -75 -7%