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iShares Russell 3000 ETF

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