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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSF
601
Capital Squared Financial
Maryland
$344K -$16.4K -45 -5%
Jane Street
602
Jane Street
New York
$341K -$991K -2,719 -75%
DIA
603
Davidson Investment Advisors
Montana
$341K – – –
MFG
604
Merit Financial Group
Georgia
$340K -$16.4K -45 -5%
AF
605
Advisornet Financial
Minnesota
$334K -$3.65K -10 -1%
FP
606
Fiduciary Planning
Florida
$334K +$729 +2 +0.2%
PWP
607
Principle Wealth Partners
Connecticut
$329K -$79.9K -219 -20%
SCM
608
Schnieders Capital Management
California
$327K – – –
RMCM
609
Reynders McVeigh Capital Management
Massachusetts
$323K -$18.2K -50 -6%
SL
610
Salomon & Ludwin
Virginia
$322K +$729 +2 +0.2%
LFA
611
Legacy Financial Advisors
Kentucky
$322K – – –
TR
612
Tepp RIA
New Jersey
$310K – – –
MPM
613
Meritage Portfolio Management
Kansas
$310K +$39.7K +109 +15%
TW
614
TritonPoint Wealth
Maryland
$308K -$23.7K -65 -7%
VC
615
Veracity Capital
Georgia
$307K -$216K -592 -42%
AssetMark Inc
616
AssetMark Inc
California
$305K -$653K -1,790 -69%
FF
617
Francis Financial
$304K – – –
ABWM
618
Alpine Bank Wealth Management
Colorado
$303K – – –
FTWA
619
Fifth Third Wealth Advisors
Ohio
$299K – – –
FFG
620
Frisch Financial Group
New York
$297K – – –
SWM
621
Silverlake Wealth Management
Vermont
$297K – – –
PFG
622
Prosperity Financial Group
California
$297K -$365 -1 -0.1%
SG
623
StoneX Group
New York
$296K -$20.8K -57 -7%
Thrivent Financial for Lutherans
624
Thrivent Financial for Lutherans
Minnesota
$295K +$729 +2 +0.3%
BIAS
625
Beacon Investment Advisory Services
New Jersey
$294K – – –