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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SF
651
Summit Financial
New Jersey
$329K +$318K +772 New
CWM
652
Core Wealth Management
Florida
$328K – – –
DWM
653
Diversify Wealth Management
Utah
$326K -$56.9K -138 -15%
DAS
654
Diversify Advisory Services
Utah
$326K +$319K +774 New
T. Rowe Price Associates
655
T. Rowe Price Associates
Maryland
$326K – – –
KCP
656
Kera Capital Partners
California
$326K +$315K +764 New
CICC
657
Capital Investment Counsel (Colorado)
Colorado
$325K – – –
Fuller & Thaler Asset Management
658
Fuller & Thaler Asset Management
California
$324K -$576K -1,399 -65%
RWB
659
RMR Wealth Builders
New Jersey
$323K +$412 +1 +0.1%
PA
660
PFG Advisors
Arizona
$322K -$1.24K -3 -0.4%
LFA
661
Legacy Financial Advisors
Kentucky
$322K -$412 -1 -0.1%
BWP
662
Burling Wealth Partners
Illinois
$320K – – –
MAG
663
M3 Advisory Group
Massachusetts
$318K +$824 +2 +0.3%
AIM
664
Anchor Investment Management
South Carolina
$316K -$5.77K -14 -2%
TAM
665
Titleist Asset Management
Texas
$316K – – –
CCM
666
Chilton Capital Management
Texas
$316K -$55.6K -135 -15%
SC
667
Sapient Capital
Indiana
$313K – – –
IAG
668
Investmark Advisory Group
Connecticut
$311K – – –
Empower Advisory Group
669
Empower Advisory Group
Colorado
$310K -$216K -525 -42%
CFS
670
Cannon Financial Strategists
Georgia
$308K – – –
SPFA
671
Summit Place Financial Advisors
New Jersey
$307K -$10.3K -25 -3%
EF
672
Evanson Financial
Virginia
$305K +$295K +716 New
GWP
673
Gateway Wealth Partners
Wisconsin
$304K -$282K -685 -49%
SSA
674
Shepherd Street Advisors
California
$304K – – –
SFG
675
SNS Financial Group
Minnesota
$303K +$293K +710 New