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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTW
501
Boston Trust Walden
Massachusetts
$589K – – –
PAG
502
Poinciana Advisors Group
Florida
$588K – – –
AA
503
Ashford Advisors
New York
$587K – – –
WE
504
Wealth Effects
Massachusetts
$582K – – –
BAAM
505
Baker Avenue Asset Management
California
$577K +$602K +1,557 New
HPC
506
HM Payson & Co
Maine
$575K – – –
RCAG
507
Rehmann Capital Advisory Group
Michigan
$574K -$45.6K -118 -7%
VCM
508
Virtue Capital Management
Tennessee
$568K +$611K +1,579 New
RW
509
RVW Wealth
California
$564K – – –
MFA
510
Mayflower Financial Advisors
Massachusetts
$564K – – –
VF
511
Vawter Financial
Ohio
$562K – – –
1CP
512
17 Capital Partners
Arizona
$562K +$27.9K +72 +5%
SC
513
Scotia Capital
Ontario, Canada
$562K – – –
PFS
514
Prospera Financial Services
Texas
$561K +$18.6K +48 +3%
MSS
515
Mitchell Sinkler & Starr
Pennsylvania
$556K – – –
EWM
516
Empirical Wealth Management
Washington
$555K +$56.1K +145 +11%
WWC
517
Waypoint Wealth Counsel
Georgia
$554K -$1.38M -3,555 -70%
RWA
518
Reicon Wealth Advisors
Georgia
$554K – – –
MWM
519
Maridea Wealth Management
New York
$552K +$42.9K +111 +8%
MWA
520
Midland Wealth Advisors
Illinois
$551K – – –
CWM
521
Collaborative Wealth Management
Florida
$543K -$197K -510 -26%
MAV
522
Mason & Associates (Virginia)
Virginia
$542K – – –
CAMG
523
CWA Asset Management Group
Florida
$537K – – –
CWWM
524
Curry Webb Wealth Management
Indiana
$532K – – –
FCP
525
Fidelis Capital Partners
Florida
$530K +$774 +2 +0.1%