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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFP
776
Catalyst Financial Partners
Massachusetts
$207K +$200K +485 New
PWM
777
Power Wealth Management
Georgia
$207K +$200K +485 New
WPP
778
Whalerock Point Partners
Rhode Island
$207K +$200K +485 New
AWA
779
Aletheian Wealth Advisors
Washington
$206K +$199K +484 New
Millennium Management
780
Millennium Management
New York
$206K +$199K +482 New
MLL
781
Moody Lynn & Lieberson
Massachusetts
$206K +$199K +482 New
FPW
782
Flagship Private Wealth
Massachusetts
$204K +$197K +479 New
FIA
783
Foundations Investment Advisors
Arizona
$203K +$197K +477 New
FA
784
FF Advisors
California
$203K +$196K +476 New
PSIWM
785
Paradigm Strategies in Wealth Management
Minnesota
$202K +$195K +474 New
CG
786
CFO4Life Group
Texas
$202K +$195K +474 New
GI
787
GLOBALT Investments
Georgia
$202K +$195K +474 New
LW
788
Linscomb Wealth
Texas
$202K +$195K +474 New
MCM
789
Morton Capital Management
California
$202K +$195K +474 New
PFM
790
Phillips Financial Management
Indiana
$202K – – –
WAN
791
Wealth Advisors Northwest
Oregon
$202K +$195K +473 New
DC
792
Davenport & Co
Virginia
$202K +$195K +473 New
NOI
793
Newton One Investments
Delaware
$200K -$1.65K -4 -0.8%
AF
794
Align Financial
Minnesota
$198K – – –
PAI
795
Pittenger & Anderson Inc
Nebraska
$183K – – –
KFI
796
Key Financial Inc
Pennsylvania
$181K – – –
PFBT
797
Parkside Financial Bank & Trust
Missouri
$180K +$412 +1 +0.2%
PWMG
798
Prestige Wealth Management Group
New Jersey
$174K +$412 +1 +0.2%
TFGT
799
TS Financial Group (TSFG)
Illinois
$171K – – –
RIA
800
Realta Investment Advisors
Delaware
$168K – – –