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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
BPWM
301
BCS Private Wealth Management
New Jersey
$2.02M -$11.5K -30 -0.6%
BFG
302
Beacon Financial Group
Texas
$2.01M -$14.2K -37 -0.7%
X
303
Xponance
Pennsylvania
$2M -$2.09M -5,441 -51%
HPA
304
High Probability Advisors
New York
$2M – – –
MSWM
305
McGlone Suttner Wealth Management
Wisconsin
$2M +$1.98M +5,172 New
BC
306
Bakala Capital
South Carolina
$2M +$1.98M +5,165 New
TAM
307
Tocqueville Asset Management
New York
$1.99M +$1.98M +5,147 New
P
308
&Partners
Tennessee
$1.98M +$905K +2,359 +85%
PFA
309
Pure Financial Advisors
California
$1.98M +$483K +1,258 +33%
PAIM
310
Punch & Associates Investment Management
Minnesota
$1.97M +$63.7K +166 +3%
MF
311
Manchester Financial
California
$1.95M – – –
WWC
312
Waypoint Wealth Counsel
Georgia
$1.95M +$78.7K +205 +4%
AWE
313
Avidian Wealth Enterprises
Texas
$1.93M -$6.52K -17 -0.3%
DWM
314
Dakota Wealth Management
Florida
$1.92M +$1.19M +3,096 +166%
LNB
315
Ledyard National Bank
$1.9M -$7.67K -20 -0.4%
QCM
316
QRG Capital Management
Illinois
$1.88M +$1.26M +3,287 +210%
JIP
317
Jaffetilchin Investment Partners
Florida
$1.87M -$4.61K -12 -0.2%
IFG
318
Independent Financial Group
California
$1.87M -$145K -379 -7%
GWANC
319
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.86M +$3.45K +9 +0.2%
BAM
320
Berkshire Asset Management
Pennsylvania
$1.84M – – –
CCM
321
Cohen Capital Management
California
$1.79M – – –
SA
322
Sanctuary Advisors
Indiana
$1.79M +$16.1K +42 +0.9%
GWMR
323
GC Wealth Management RIA
Massachusetts
$1.76M – – –
MGIA
324
Moneta Group Investment Advisors
Missouri
$1.75M -$9.21K -24 -0.5%
MWA
325
Motive Wealth Advisors
Michigan
$1.74M – – –
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