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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
676
LJI Wealth Management
Indiana
$233K -$11.7K -32 -5%
CG
677
CFO4Life Group
Texas
$233K -$16K -44 -7%
GFL
678
Granite FO LLC
New Hampshire
$232K – – –
PIFP
679
Partners in Financial Planning
Virginia
$232K – – –
IC
680
Iconiq Capital
California
$229K – – –
CFD
681
Creative Financial Designs
Indiana
$228K – – –
CFS
682
CRA Financial Services
New Jersey
$227K -$21.9K -60 -9%
VBA
683
von Borstel & Associates
Oregon
$225K +$213K +584 New
RIL
684
Rothschild Investment LLC
Illinois
$225K – – –
FCAS
685
First Command Advisory Services
Texas
$223K -$14.9K -41 -7%
CAM
686
Campion Asset Management
Virginia
$222K -$39K -107 -15%
NOI
687
Newton One Investments
Delaware
$222K +$729 +2 +0.3%
WF
688
Wayfinding Financial
Washington
$221K – – –
AWM
689
Apollon Wealth Management
South Carolina
$220K +$365 +1 +0.2%
DAS
690
Diversify Advisory Services
Utah
$219K -$3.65K -10 -2%
SA
691
Strategic Advocates
Utah
$218K – – –
CPA
692
Capital Performance Advisors
California
$217K – – –
HP
693
Holistic Planning
Texas
$216K -$41.2K -113 -17%
MA
694
Mutual Advisors
Nebraska
$215K – – –
FCH
695
Freestone Capital Holdings
Washington
$215K +$207K +567 New
PA
696
Procyon Advisors
Connecticut
$215K -$3.28K -9 -2%
BC
697
Burney Company
Virginia
$214K +$206K +566 New
VFG
698
Victory Financial Group
Texas
$213K +$205K +562 New
HA
699
Harfst & Associates
Wyoming
$213K +$205K +561 New
PCM
700
Passive Capital Management
Maryland
$213K +$205K +561 New