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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
251
Boston Financial Management
Massachusetts
$1.84M -$537K -2,232 -24%
NA
252
NewEdge Advisors
Louisiana
$1.82M +$1.36M +5,669 +384%
ASN
253
Advisory Services Network
Georgia
$1.82M +$264K +1,096 +18%
ZIM
254
Zacks Investment Management
Illinois
$1.8M +$520K +2,164 +44%
HFS
255
Heritage Financial Services
Massachusetts
$1.78M -$14.7K -61 -0.9%
OFG
256
Oxford Financial Group
Indiana
$1.77M – – –
IAS
257
IMA Advisory Services
Colorado
$1.73M -$6.49K -27 -0.4%
WCA
258
Waypoint Capital Advisors
Minnesota
$1.71M -$246K -1,025 -13%
IBOK
259
Independence Bank of Kentucky
Kentucky
$1.69M -$16.4K -68 -1%
LNB
260
Ledyard National Bank
$1.68M – – –
JSW
261
Journey Strategic Wealth
New Jersey
$1.67M +$881K +3,663 +126%
CRWM
262
Castle Rock Wealth Management
California
$1.67M +$20.7K +86 +1%
H
263
HoyleCohen
California
$1.64M – – –
AC
264
Apella Capital
Connecticut
$1.63M +$1.54M +6,409 New
RSC
265
Red Spruce Capital
Pennsylvania
$1.63M +$1.68K +7 +0.1%
EH
266
Equitable Holdings
New York
$1.63M -$6.97K -29 -0.5%
FTUS
267
Flow Traders U.S.
New York
$1.62M -$213K -886 -12%
X
268
Xponance
Pennsylvania
$1.62M -$637K -2,650 -29%
HF
269
HRT Financial
New York
$1.59M -$102K -425 -6%
AI
270
Atria Investments
North Carolina
$1.58M +$1.49M +6,198 New
CCM
271
Cohen Capital Management
California
$1.55M – – –
CTC
272
Central Trust Company
Missouri
$1.54M -$3.61K -15 -0.2%
CCA
273
Column Capital Advisors
Indiana
$1.54M -$116K -484 -7%
CWM
274
Cahaba Wealth Management
Georgia
$1.53M +$3.61K +15 +0.3%
MFT
275
Moisand Fitzgerald Tamayo
Florida
$1.51M – – –
9 10
11
12 13