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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
701
DecisionMap Wealth Management
Virginia
$212K +$204K +559 New
AFG
702
Albion Financial Group
Utah
$211K
TAM
703
TCP Asset Management
Ohio
$211K +$203K +557 New
KBFS
704
Kohmann Bosshard Financial Services
Ohio
$210K +$202K +555 New
APW
705
Austin Private Wealth
Texas
$210K +$202K +555 New
Envestnet Portfolio Solutions
706
Envestnet Portfolio Solutions
Illinois
$210K -$2.43M -6,669 -92%
B
707
BetterWealth
California
$209K +$201K +551 New
MA
708
MCF Advisors
Kentucky
$208K
EC
709
EdgeRock Capital
Colorado
$208K +$201K +550 New
KA
710
Kearns & Associates
California
$208K +$200K +549 New
AWM
711
Austin Wealth Management
Texas
$208K +$200K +548 New
AFG
712
Allegheny Financial Group
Pennsylvania
$207K +$199K +547 New
CB
713
Cadence Bank
Mississippi
$207K -$50K -137 -20%
MGWM
714
Marks Group Wealth Management
Minnesota
$207K +$199K +545 New
AFA
715
American Financial Advisors
Georgia
$206K +$198K +543 New
OCPWS
716
One Charles Private Wealth Services
Massachusetts
$205K -$41.9K -115 -18%
SIM
717
Synergy Investment Management
Florida
$205K +$197K +540 New
WP
718
WealthShield Partners
North Carolina
$202K
SFM
719
Signet Financial Management
New Jersey
$201K +$193K +530 New
SNB
720
Security National Bank
Nebraska
$193K
BHWM
721
Beaird Harris Wealth Management
Texas
$191K
PMFA
722
Plante Moran Financial Advisors
Michigan
$188K -$551K -1,511 -75%
VWA
723
VSM Wealth Advisory
Maryland
$185K
PFM
724
Phillips Financial Management
Indiana
$179K
Qube Research & Technologies (QRT)
725
Qube Research & Technologies (QRT)
United Kingdom
$174K -$217K -595 -57%