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iShares Russell 3000 ETF

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