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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
651
Briggs Wealth Management
Connecticut
$305K +$302K +788 New
AssetMark Inc
652
AssetMark Inc
California
$304K -$7.67K -20 -2%
FFG
653
Frisch Financial Group
New York
$303K
SWM
654
Silverlake Wealth Management
Vermont
$303K
PFG
655
Prosperity Financial Group
California
$303K +$384 +1 +0.1%
BIAS
656
Beacon Investment Advisory Services
New Jersey
$301K
LFA
657
Legacy Financial Advisors
Kentucky
$300K -$28.4K -74 -9%
AIM
658
Anchor Investment Management
South Carolina
$298K +$768 +2 +0.3%
KPWG
659
KFA Private Wealth Group
Virginia
$297K +$294K +767 New
HW
660
Hancock Whitney
Mississippi
$296K -$768 -2 -0.3%
T. Rowe Price Associates
661
T. Rowe Price Associates
Maryland
$296K
RWB
662
RMR Wealth Builders
New Jersey
$292K +$384 +1 +0.1%
BWP
663
Burling Wealth Partners
Illinois
$290K
SPFA
664
Summit Place Financial Advisors
New Jersey
$288K
PA
665
Procyon Advisors
Connecticut
$287K +$67.5K +176 +31%
MAG
666
M3 Advisory Group
Massachusetts
$287K +$768 +2 +0.3%
TAM
667
Titleist Asset Management
Texas
$287K +$23K +60 +9%
SC
668
Sapient Capital
Indiana
$286K
Citadel Advisors
669
Citadel Advisors
Florida
$283K -$87.1K -227 -24%
IAG
670
Investmark Advisory Group
Connecticut
$282K -$2.3K -6 -0.8%
LWCFA
671
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$281K
AA
672
Auxano Advisors
Washington
$281K -$3.45K -9 -1%
VHAM
673
Van Hulzen Asset Management
California
$280K
CASB
674
Cape Ann Savings Bank
Massachusetts
$280K
CFS
675
Cannon Financial Strategists
Georgia
$280K