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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$15.9M -$601K -2,540 -3%
NFG
77
Nations Financial Group
Iowa
$15.4M +$912K +3,850 +6%
TA
78
Tiedemann Advisors
New York
$15.2M +$1.03M +4,358 +7%
TI
79
Truepoint Inc
Ohio
$14.5M -$65.8K -278 -0.4%
LNWTC
80
Laird Norton Wetherby Trust Company
Washington
$14.1M -$2.78M -11,738 -15%
CDIA
81
Capital Directions Investment Advisors
Georgia
$14M -$28.4K -120 -0.2%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$13.4M -$107K -451 -0.7%
CFGF
83
Compass Financial Group (Florida)
Florida
$13.4M -$87.1K -368 -0.6%
Allspring Global Investments
84
Allspring Global Investments
North Carolina
$13.2M -$4.76M -20,100 -25%
FMWA
85
Forvis Mazars Wealth Advisors
Missouri
$12.8M +$6.15M +25,986 +79%
JIC
86
Johnson Investment Counsel
Ohio
$12.4M +$759K +3,205 +6%
DPI
87
Diversified Portfolios Inc
Michigan
$12.4M -$117K -494 -0.9%
HWM
88
HB Wealth Management
Georgia
$12.1M +$12M +50,570 +1,005%
OBWP
89
O'Brien Wealth Partners
Massachusetts
$12.1M -$49.5K -209 -0.4%
MPPLM
90
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$11.9M +$993K +4,194 +8%
WA
91
Wealthstream Advisors
New York
$11.8M -$700K -2,955 -5%
AP
92
Agilis Partners
Massachusetts
$11.6M
BP
93
BBR Partners
New York
$11.1M +$5.92K +25 +0%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$11M +$3.28M +13,863 +39%
RJA
95
Raymond James & Associates
Florida
$10.8M +$3.1M +13,081 +36%
BL
96
Balentine LLC
Georgia
$10.5M -$4.33M -18,304 -27%
UB
97
UMB Bank
Missouri
$10M -$219K -923 -2%
WANY
98
Wealthspire Advisors (New York)
New York
$9.87M +$12.3K +52 +0.1%
IDA
99
Intelligence Driven Advisers
California
$9.74M +$2.23M +9,429 +27%
FHA
100
First Horizon Advisors
Tennessee
$9.56M