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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
551
Betterment LLC
New York
$432K +$48.9K +134 +13%
VCP
552
Verus Capital Partners
Arizona
$432K
HSA
553
HBK Sorce Advisory
Pennsylvania
$430K
FAT
554
First American Trust
California
$429K -$25.9K -71 -6%
WFA
555
WJ Financial Advisors
Connecticut
$429K +$412K +1,131 New
NP
556
NorthRock Partners
Minnesota
$424K
RWP
557
Revolve Wealth Partners
New Jersey
$420K +$729 +2 +0.2%
MG
558
Mather Group
Illinois
$418K +$365 +1 +0.1%
JJBC
559
James J. Burns & Company
New York
$417K
MPW
560
Magnolia Private Wealth
Pennsylvania
$415K
LFA
561
Lauterbach Financial Advisors
Texas
$415K +$365 +1 +0.1%
AUB
562
Atlantic Union Bankshares
Virginia
$411K +$168K +460 +74%
PRA
563
Pine Ridge Advisers
New York
$410K
AWM
564
Accurate Wealth Management
Florida
$410K -$8.02K -22 -2%
SWM
565
Spire Wealth Management
Virginia
$405K
OWA
566
Outlook Wealth Advisors
Texas
$405K
AIA
567
Alternative Investment Advisors
Florida
$404K -$729 -2 -0.2%
MA
568
MONECO Advisors
Connecticut
$401K +$365 +1 +0.1%
IA
569
IFP Advisors
Florida
$400K -$4.74K -13 -1%
WLPWM
570
Walled Lake Planning & Wealth Management
Illinois
$395K +$729 +2 +0.2%
CCM
571
Chilton Capital Management
Texas
$394K
RWM
572
Rockwood Wealth Management
Pennsylvania
$393K
AWM
573
AE Wealth Management
Kansas
$390K +$2.55K +7 +0.7%
VT
574
Vise Technologies
New York
$387K -$1.12M -3,059 -75%
BFO
575
Biltmore Family Office
North Carolina
$381K