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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
576
Robertson Stephens Wealth Management
California
$445K +$384 +1 +0.1%
HCA
577
Heck Capital Advisors
Wisconsin
$444K – – –
VCP
578
Verus Capital Partners
Arizona
$441K – – –
VCM
579
Versant Capital Management
Arizona
$440K +$57.2K +149 +15%
WFA
580
WJ Financial Advisors
Connecticut
$435K -$2.69K -7 -0.6%
FAT
581
First American Trust
California
$431K -$6.91K -18 -2%
RWP
582
Revolve Wealth Partners
New Jersey
$431K +$1.53K +4 +0.4%
MG
583
Mather Group
Illinois
$427K – – –
HSA
584
HBK Sorce Advisory
Pennsylvania
$426K -$20K -52 -5%
JJBC
585
James J. Burns & Company
New York
$426K – – –
HAG
586
HighPoint Advisor Group
Illinois
$426K +$422K +1,100 New
MPW
587
Magnolia Private Wealth
Pennsylvania
$424K – – –
LFA
588
Lauterbach Financial Advisors
Texas
$424K – – –
FF
589
Fluent Financial
Texas
$422K -$21.5K -56 -5%
AUB
590
Atlantic Union Bankshares
Virginia
$419K – – –
PRA
591
Pine Ridge Advisers
New York
$419K – – –
CPRC
592
Consolidated Portfolio Review Corp
New York
$419K +$416K +1,083 New
AIA
593
Alternative Investment Advisors
Florida
$414K +$1.15K +3 +0.3%
SWM
594
Spire Wealth Management
Virginia
$414K – – –
OWA
595
Outlook Wealth Advisors
Texas
$413K – – –
LW
596
Linscomb Wealth
Texas
$411K -$48K -125 -11%
MA
597
MONECO Advisors
Connecticut
$410K +$768 +2 +0.2%
IA
598
IFP Advisors
Florida
$409K – – –
JSAM
599
J. Safra Asset Management
New York
$407K +$403K +1,051 New
DIA
600
Davidson Investment Advisors
Montana
$406K +$57.6K +150 +17%