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iShares Russell 3000 ETF

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