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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
301
Raymond James Trust
Florida
$373K +$403K +2,536 New
MCM
302
MV Capital Management
Maryland
$366K +$395K +2,489 New
WSTAM
303
Wilbanks Smith & Thomas Asset Management
Virginia
$360K +$635 +4 +0.2%
BAC
304
Boys Arnold & Co
North Carolina
$352K -$67.5K -425 -15%
BFG
305
Barber Financial Group
Kansas
$352K -$28.1K -177 -7%
BIAS
306
Beacon Investment Advisory Services
New Jersey
$352K – – –
CCM
307
Coldstream Capital Management
Washington
$347K – – –
AA
308
Ancora Advisors
Ohio
$346K – – –
SMFS
309
Squar Milner Financial Services
California
$344K – – –
IDA
310
Intelligence Driven Advisers
California
$343K +$371K +2,338 New
GC
311
Gibson Capital
Pennsylvania
$342K -$2.51M -15,813 -87%
CPO
312
Cerity Partners OCIO
New York
$341K +$60.1K +378 +19%
BHIA
313
Birch Hill Investment Advisors
Massachusetts
$338K – – –
MYIA
314
Mount Yale Investment Advisors
Colorado
$336K – – –
FWM
315
Frontier Wealth Management
Missouri
$335K – – –
VWA
316
VERITY Wealth Advisors
United States
$332K +$360K +2,263 New
NEGWA
317
New England Guild Wealth Advisors
Connecticut
$331K +$635 +4 +0.2%
CB
318
Chemical Bank
Michigan
$330K +$13.5K +85 +4%
CFA
319
Capstone Financial Advisors
Illinois
$325K – – –
HFA
320
Huber Financial Advisors
Illinois
$324K +$635 +4 +0.2%
AWM
321
Altium Wealth Management
New York
$322K – – –
ZCA
322
Zeke Capital Advisors
Pennsylvania
$309K +$334K +2,104 New
CFS
323
CRA Financial Services
New Jersey
$306K +$331K +2,085 New
MCG
324
MACRO Consulting Group
New Jersey
$305K +$331K +2,081 New
IA
325
IFP Advisors
Florida
$304K -$96.8K -609 -23%
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