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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
301
Dakota Wealth Management
Florida
$1.14M -$66.7K -300 -5%
NEPWA
302
New England Private Wealth Advisors
Massachusetts
$1.14M +$111K +501 +11%
JWCA
303
J.W. Cole Advisors
Florida
$1.11M -$4K -18 -0.4%
SFG
304
Sterling Financial Group
California
$1.1M +$1.11M +5,000 New
9WM
305
9258 Wealth Management
Ohio
$1.1M -$48.7K -219 -4%
IWMA
306
Ironwood Wealth Management (Arizona)
Arizona
$1.09M +$366K +1,649 +50%
LWA
307
Lowe Wealth Advisors
Maryland
$1.09M – – –
AA
308
Alesco Advisors
New York
$1.08M +$646K +2,908 +145%
MCM
309
Manchester Capital Management
Vermont
$1.07M – – –
EWM
310
Empirical Wealth Management
Washington
$1.07M – – –
GLLW
311
Graves Light Lenhart Wealth
Virginia
$1.05M – – –
PFA
312
Pure Financial Advisors
California
$1.05M -$68.9K -310 -6%
GL
313
Graypoint LLC
New York
$1.05M +$667 +3 +0.1%
CTA
314
Chesley Taft & Associates
Illinois
$1.02M – – –
EWM
315
Evercore Wealth Management
New York
$1.02M +$302K +1,357 +42%
MWA
316
Motive Wealth Advisors
Michigan
$1.01M -$24.9K -112 -2%
FMI
317
Fiduciary Management Inc
Wisconsin
$1.01M +$1.02M +4,595 New
AHC
318
Anderson Hoagland & Co
Missouri
$1.01M +$778K +3,500 +350%
TF
319
Trek Financial
Arizona
$1M -$132K -592 -12%
IWM
320
IHT Wealth Management
Illinois
$998K +$667 +3 +0.1%
HF
321
HRT Financial
New York
$990K +$16.7K +75 +2%
CFO
322
CVA Family Office
Colorado
$971K – – –
AIA
323
Alera Investment Advisors
Illinois
$962K – – –
FCI
324
Financial Counselors Inc
Kansas
$944K – – –
PGFC
325
Peapack-Gladstone Financial Corp
New Jersey
$943K -$20.2K -91 -2%
11 12
13
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