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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
226
Sax Wealth Advisors
New Jersey
$3.2M -$68.6K -218 -2%
IIM
227
Ironwood Investment Management
Massachusetts
$3.2M +$240K +761 +8%
PCMC
228
Private Capital Management (Colorado)
Colorado
$3.19M +$28.6K +91 +0.9%
AA
229
Alesco Advisors
New York
$3.13M +$4.72K +15 +0.2%
FA
230
Fiducient Advisors
Illinois
$3.08M -$937K -2,976 -24%
FWIA
231
Fort Washington Investment Advisors
Ohio
$3.08M – – –
IFWM
232
Institute for Wealth Management
Colorado
$3.06M – – –
LFP
233
Lakeshore Financial Planning
Michigan
$3.02M -$15.7K -50 -0.5%
IAN
234
Integrated Advisors Network
Texas
$2.98M -$94.4K -300 -3%
FAM
235
Family Asset Management
South Carolina
$2.97M -$63.3K -201 -2%
TWM
236
Tolleson Wealth Management
Texas
$2.96M -$338K -1,074 -11%
BFM
237
Boston Financial Management
Massachusetts
$2.93M -$66.1K -210 -2%
CHC
238
City Holding Co
West Virginia
$2.92M -$36.8K -117 -1%
MPCG
239
Matrix Private Capital Group
New York
$2.91M -$69.2K -220 -2%
EH
240
Equitable Holdings
New York
$2.9M -$57.9K -184 -2%
USCWA
241
U.S. Capital Wealth Advisors
Texas
$2.87M -$116K -367 -4%
BFPW
242
BOK Financial Private Wealth
Colorado
$2.87M – – –
X
243
Xponance
Pennsylvania
$2.8M +$1.61M +5,108 +147%
WPC
244
Wedmont Private Capital
Pennsylvania
$2.73M +$6.61K +21 +0.2%
CFA
245
Cahill Financial Advisors
Minnesota
$2.73M +$7.87K +25 +0.3%
FNBOO
246
First National Bank of Omaha
Nebraska
$2.58M -$21.4K -68 -0.9%
9WM
247
9258 Wealth Management
Ohio
$2.56M -$167K -530 -6%
PA
248
Planning Alternatives
Michigan
$2.52M -$16.4K -52 -0.7%
FWM
249
Fonville Wealth Management
Virginia
$2.51M -$90K -286 -4%
FLPIM
250
F.L. Putnam Investment Management
Massachusetts
$2.45M -$26.1K -83 -1%
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