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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
HPA
301
High Probability Advisors
New York
$1.82M – – –
KIA
302
KCM Investment Advisors
California
$1.8M +$1.66M +5,117 New
MF
303
Manchester Financial
California
$1.77M – – –
CCM
304
Cohen Capital Management
California
$1.77M -$276K -850 -14%
HIS
305
Harvest Investment Services
Illinois
$1.77M -$11.4K -35 -0.7%
LNB
306
Ledyard National Bank
$1.76M -$90.3K -278 -5%
AWE
307
Avidian Wealth Enterprises
Texas
$1.75M +$530K +1,631 +48%
SPC
308
Sigma Planning Corp
Michigan
$1.74M +$254K +781 +19%
JIP
309
Jaffetilchin Investment Partners
Florida
$1.72M -$31.8K -98 -2%
SF
310
Synovus Financial
Georgia
$1.71M -$676K -2,081 -30%
WWC
311
Waypoint Wealth Counsel
Georgia
$1.7M +$100K +308 +7%
NEPWA
312
New England Private Wealth Advisors
Massachusetts
$1.69M +$3.9K +12 +0.3%
GWANC
313
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.68M +$2.92K +9 +0.2%
DF
314
Dunhill Financial
United Kingdom
$1.67M -$297K -915 -16%
PAIM
315
Punch & Associates Investment Management
Minnesota
$1.64M +$19.8K +61 +1%
SFG
316
Sterling Financial Group
California
$1.64M – – –
GWMR
317
GC Wealth Management RIA
Massachusetts
$1.63M -$1.95K -6 -0.1%
MGIA
318
Moneta Group Investment Advisors
Missouri
$1.61M -$69.8K -215 -4%
IWC
319
Integrated Wealth Concepts
Massachusetts
$1.6M -$2.92K -9 -0.2%
MWA
320
Motive Wealth Advisors
Michigan
$1.58M – – –
TFO
321
Timonier Family Office
North Carolina
$1.57M +$1.45M +4,468 New
BW
322
BIP Wealth
Georgia
$1.55M -$1.62K -5 -0.1%
CTA
323
Chesley Taft & Associates
Illinois
$1.54M – – –
SA
324
Sanctuary Advisors
Indiana
$1.54M +$49.4K +152 +4%
CFO
325
CVA Family Office
Colorado
$1.53M +$113K +348 +9%
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