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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFG
626
Frisch Financial Group
New York
$214K +$200K +783 New
AWM
627
Apollon Wealth Management
South Carolina
$213K +$199K +779 New
SPFA
628
Summit Place Financial Advisors
New Jersey
$212K +$198K +775 New
T. Rowe Price Associates
629
T. Rowe Price Associates
Maryland
$210K +$195K +764 New
BBW
630
Blue Barn Wealth
Utah
$209K +$195K +765 New
Thrivent Financial for Lutherans
631
Thrivent Financial for Lutherans
Minnesota
$209K +$195K +765 New
GI
632
Gradient Investments
Minnesota
$209K +$195K +763 New
CASB
633
Cape Ann Savings Bank
Massachusetts
$209K +$193K +755 New
AIM
634
Anchor Investment Management
South Carolina
$207K +$150K +587 +349%
SC
635
Sapient Capital
Indiana
$207K +$193K +755 New
GSAM
636
Grant Street Asset Management
Pennsylvania
$207K +$192K +754 New
GI
637
GAMCO Investors
Connecticut
$205K +$191K +750 New
RWB
638
RMR Wealth Builders
New Jersey
$205K +$191K +749 New
PWMG
639
Private Wealth Management Group
New Jersey
$205K +$191K +748 New
AFA
640
American Financial Advisors
Georgia
$203K +$189K +743 New
SG
641
StoneX Group
New York
$202K +$189K +740 New
IAG
642
Investmark Advisory Group
Connecticut
$201K +$187K +735 New
AA
643
Auxano Advisors
Washington
$201K +$187K +734 New
LWCFA
644
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$200K
AIM
645
Acropolis Investment Management
Missouri
$192K
SL
646
Salomon & Ludwin
Virginia
$188K
TF
647
Tompkins Financial
New York
$180K +$16.6K +65 +11%
NOI
648
Newton One Investments
Delaware
$174K +$1.27K +5 +0.8%
SWM
649
Sugarloaf Wealth Management
Georgia
$174K +$1.27K +5 +0.8%
PCFFS
650
Pacific Center for Financial Services
California
$172K