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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCPWM
501
Bradley & Co Private Wealth Management
Florida
$426K – – –
LW
502
Linscomb Wealth
Texas
$426K -$765 -3 -0.2%
WHG
503
Westwood Holdings Group
Texas
$426K +$397K +1,557 New
SFS
504
Summit Financial Strategies
Ohio
$424K – – –
CWM
505
Congress Wealth Management
Massachusetts
$422K -$604K -2,368 -61%
PRWA
506
Platte River Wealth Advisors
Colorado
$422K – – –
RIA
507
Realta Investment Advisors
Delaware
$421K -$50.5K -198 -11%
Millennium Management
508
Millennium Management
New York
$421K -$548K -2,149 -58%
QCG
509
Quadrant Capital Group
Ohio
$420K +$44.9K +176 +13%
FFA
510
Farther Finance Advisors
California
$411K – – –
MSS
511
Mitchell Sinkler & Starr
Pennsylvania
$411K +$382K +1,500 New
MWA
512
Midland Wealth Advisors
Illinois
$410K +$382K +1,498 New
EAM
513
Evanson Asset Management
California
$408K – – –
BCWM
514
Bartlett & Co Wealth Management
Ohio
$405K – – –
BC
515
Bartlett & Co
Ohio
$405K – – –
AWM
516
Accurate Wealth Management
Florida
$392K – – –
CWM
517
Core Wealth Management
Florida
$385K – – –
FAIM
518
Financial Advocates Investment Management
Washington
$385K +$5.1K +20 +1%
JFGIW
519
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$385K -$1.99M -7,789 -85%
HTC
520
Haverford Trust Company
Pennsylvania
$383K – – –
CNB
521
Camden National Bank
Maine
$380K – – –
EIA
522
Eldridge Investment Advisors
New Hampshire
$379K -$10.2K -40 -3%
DT
523
Diversified Trust
Tennessee
$375K -$255 -1 -0.1%
RCAG
524
Rehmann Capital Advisory Group
Michigan
$373K -$211K -827 -38%
LSA
525
Lion Street Advisors
Texas
$370K +$115K +450 +50%