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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Old Mission Capital
501
Old Mission Capital
Illinois
$656K -$640K -1,902 -49%
Coldstream Capital Management
502
Coldstream Capital Management
Washington
$652K – – –
Avantax Planning Partners
503
Avantax Planning Partners
Iowa
$652K +$673 +2 +0.1%
EARNEST Partners
504
EARNEST Partners
Georgia
$646K +$650K +1,932 New
Perigon Wealth Management
505
Perigon Wealth Management
California
$640K +$54.2K +161 +9%
MCA
506
MSH Capital Advisors
Arizona
$636K +$6.73K +20 +1%
WWP
507
Waypoint Wealth Partners
California
$633K – – –
JIC
508
Joel Isaacson & Co
New York
$632K +$636K +1,890 New
BW
509
BostonPremier Wealth
Massachusetts
$626K +$630K +1,872 New
FBB
510
Fulton Breakefield Broenniman
Maryland
$621K – – –
Ashton Thomas Private Wealth
511
Ashton Thomas Private Wealth
Arizona
$618K +$194K +575 +45%
AA
512
Ashford Advisors
New York
$618K -$30.3K -90 -5%
SW
513
SVB Wealth
Massachusetts
$616K +$620K +1,842 New
Foster Group
514
Foster Group
Iowa
$606K -$50.5K -150 -8%
NRC
515
New Republic Capital
North Carolina
$601K +$602K +1,789 +22,363%
RWM
516
RKL Wealth Management
Pennsylvania
$600K +$1.68K +5 +0.3%
WMA
517
William Mack & Associates
Michigan
$595K +$599K +1,779 New
CRM
518
Cramer Rosenthal McGlynn
Connecticut
$583K +$587K +1,743 New
SouthState Corp
519
SouthState Corp
Florida
$574K – – –
TR
520
Tepp RIA
New Jersey
$573K +$577K +1,714 New
ECG
521
EPIQ Capital Group
California
$569K +$15.1K +45 +3%
PP
522
PrairieView Partners
Minnesota
$566K – – –
BOK Financial
523
BOK Financial
Oklahoma
$563K – – –
MIM
524
MTM Investment Management
South Carolina
$563K -$3.37K -10 -0.6%
1WM
525
1900 Wealth Management
Texas
$563K +$1.68K +5 +0.3%