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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
301
Berkshire Asset Management
Pennsylvania
$2.11M – – –
FWP
302
Fiduciary Wealth Partners
Massachusetts
$2.08M – – –
WAP
303
Wealthcare Advisory Partners
Pennsylvania
$2.06M -$253K -615 -11%
GWANC
304
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.06M +$3.3K +8 +0.2%
LNB
305
Ledyard National Bank
$2.05M -$7K -17 -0.4%
IP
306
Indivisible Partners
Florida
$2.04M +$1.97M +4,781 New
PFA
307
Pure Financial Advisors
California
$2.02M -$8.65K -21 -0.4%
SPIA
308
Steward Partners Investment Advisory
New York
$2M +$304K +738 +19%
CCM
309
Cohen Capital Management
California
$1.98M – – –
GC
310
Garde Capital
Washington
$1.97M – – –
DWM
311
Dakota Wealth Management
Florida
$1.97M -$29.3K -71 -2%
SA
312
Sanctuary Advisors
Indiana
$1.96M -$37.9K -92 -2%
ADL
313
Asset Dedication LLC
California
$1.93M +$53.6K +130 +3%
MWA
314
Motive Wealth Advisors
Michigan
$1.92M – – –
CTA
315
Chesley Taft & Associates
Illinois
$1.9M -$20.6K -50 -1%
BC
316
Bakala Capital
South Carolina
$1.88M – – –
BW
317
BIP Wealth
Georgia
$1.88M – – –
MT
318
Midwest Trust
Kansas
$1.86M +$103K +250 +6%
KL
319
KilterHowling LLC
Colorado
$1.84M +$4.12K +10 +0.2%
CCMG
320
Clark Capital Management Group
Pennsylvania
$1.84M +$955K +2,319 +116%
CFO
321
CVA Family Office
Colorado
$1.83M -$21.8K -53 -1%
DF
322
Dunhill Financial
United Kingdom
$1.82M -$20.2K -49 -1%
TVAMP
323
Tennessee Valley Asset Management Partners
Tennessee
$1.81M – – –
EWM
324
Evercore Wealth Management
New York
$1.8M – – –
IFG
325
Independent Financial Group
California
$1.78M -$134K -326 -7%
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