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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
101
Buckingham Strategic Wealth
Missouri
$12.2M +$6.11M +27,505 +99%
WA
102
Wealthstream Advisors
New York
$12.1M +$94K +423 +0.8%
AP
103
Agilis Partners
Massachusetts
$11.7M
IDA
104
Intelligence Driven Advisers
California
$11.7M +$322K +1,448 +3%
MAWA
105
Moss Adams Wealth Advisors
Washington
$11.7M +$11.7M +52,842 New
Lido Advisors
106
Lido Advisors
California
$11.7M +$6.5M +29,274 +124%
BP
107
BBR Partners
New York
$10.9M -$290K -1,305 -3%
NL
108
NEPC LLC
Massachusetts
$10.8M
WANY
109
Wealthspire Advisors (New York)
New York
$10.3M +$175K +787 +2%
TWM
110
Tanager Wealth Management
United Kingdom
$10.3M +$4.18M +18,792 +67%
RJA
111
Raymond James & Associates
Florida
$10M +$771K +3,471 +8%
TA
112
Tiedemann Advisors
New York
$9.89M -$2.88M -12,956 -22%
SIM
113
Strategic Investment Management
Virginia
$9.8M +$7.46M +33,570 +329%
Brown Advisory
114
Brown Advisory
Maryland
$9.22M -$152K -682 -2%
UB
115
UMB Bank
Missouri
$9.17M -$1.23M -5,548 -12%
SEIA
116
Signature Estate & Investment Advisors
California
$9.13M +$9.2M +41,390 New
CCA
117
Conservest Capital Advisors
Pennsylvania
$8.86M +$8.93M +40,169 New
BL
118
Balentine LLC
Georgia
$8.84M +$2M +9,000 +29%
IIM
119
Ipswich Investment Management
Massachusetts
$8.81M +$168K +755 +2%
Stifel Financial
120
Stifel Financial
Missouri
$8.76M +$4.32M +19,442 +96%
BWM
121
BigSur Wealth Management
Florida
$8.72M
TFCP
122
Twin Focus Capital Partners
Massachusetts
$8.69M +$7.28M +32,775 +497%
CAN
123
Cetera Advisor Networks
California
$8.5M -$82.2K -370 -1%
RBC
124
Roble Belko & Company
Pennsylvania
$8.37M
Federated Hermes
125
Federated Hermes
Pennsylvania
$8.33M +$6.21M +27,940 +284%