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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
WAL
276
W Advisors LLC
Tennessee
$1.28M -$193K -838 -13%
GSC
277
Grey Street Capital
Illinois
$1.27M +$1.25M +5,401 New
VPP
278
Vertex Planning Partners
Illinois
$1.26M -$549K -2,378 -31%
PGA
279
Portland Global Advisors
Maine
$1.25M – – –
CCMG
280
Clark Capital Management Group
Pennsylvania
$1.24M -$1.43M -6,191 -54%
MF
281
Manchester Financial
California
$1.23M – – –
NEPWA
282
New England Private Wealth Advisors
Massachusetts
$1.22M +$3.92K +17 +0.3%
DWM
283
Dakota Wealth Management
Florida
$1.22M -$1.62K -7 -0.1%
KL
284
KilterHowling LLC
Colorado
$1.2M -$5.1M -22,106 -81%
JWCA
285
J.W. Cole Advisors
Florida
$1.19M +$3.46K +15 +0.3%
IWMA
286
Ironwood Wealth Management (Arizona)
Arizona
$1.16M -$4.38K -19 -0.4%
ZIM
287
Zacks Investment Management
Illinois
$1.16M -$7.03M -30,468 -86%
MCM
288
Manchester Capital Management
Vermont
$1.15M – – –
EWM
289
Empirical Wealth Management
Washington
$1.14M – – –
GLLW
290
Graves Light Lenhart Wealth
Virginia
$1.12M – – –
LWA
291
Lowe Wealth Advisors
Maryland
$1.12M -$41.5K -180 -4%
BFG
292
Bleakley Financial Group
New Jersey
$1.12M -$677K -2,935 -38%
SS
293
Simplicity Solutions
Minnesota
$1.12M +$1.1M +4,750 New
PFA
294
Pure Financial Advisors
California
$1.11M -$8.08K -35 -0.7%
SFG
295
Sterling Financial Group
California
$1.1M – – –
SW
296
SVB Wealth
Massachusetts
$1.1M -$181K -783 -14%
CTA
297
Chesley Taft & Associates
Illinois
$1.09M – – –
EWM
298
Evercore Wealth Management
New York
$1.08M – – –
BW
299
BIP Wealth
Georgia
$1.07M +$1.05M +4,532 New
IWM
300
IHT Wealth Management
Illinois
$1.07M +$231 +1 +0%
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