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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
326
World Investment Advisors
California
$1.5M +$20.5K +63 +1%
WAP
327
Wealthcare Advisory Partners
Pennsylvania
$1.5M +$264K +813 +23%
EWM
328
Evercore Wealth Management
New York
$1.49M – – –
TVAMP
329
Tennessee Valley Asset Management Partners
Tennessee
$1.49M – – –
DADC
330
D.A. Davidson & Co
Montana
$1.47M +$325 +1 +0%
PGFC
331
Peapack-Gladstone Financial Corp
New Jersey
$1.46M – – –
VT
332
Vise Technologies
New York
$1.43M +$1.33M +4,081 New
CGA
333
Crescent Grove Advisors
Illinois
$1.41M – – –
JWCA
334
J.W. Cole Advisors
Florida
$1.4M +$386K +1,189 +43%
SIG
335
Stonegate Investment Group
Alabama
$1.37M – – –
RBWA
336
RFG - Bristol Wealth Advisors
Massachusetts
$1.37M +$83.5K +257 +7%
MT
337
Midwest Trust
Kansas
$1.37M +$1.26M +3,893 New
APG
338
Abacus Planning Group
South Carolina
$1.36M – – –
SF
339
Symphony Financial
Texas
$1.36M +$1.25M +3,852 New
CAL
340
Capital Analysts LLC
Pennsylvania
$1.36M +$325 +1 +0%
SWM
341
SilverOak Wealth Management
Minnesota
$1.35M -$16.6K -51 -1%
MFG
342
MidWestOne Financial Group
Iowa
$1.35M – – –
CNBT
343
Canandaigua National Bank & Trust
New York
$1.35M – – –
ADL
344
Asset Dedication LLC
California
$1.35M – – –
VCP
345
Vista Capital Partners
Oregon
$1.34M – – –
LWA
346
Lowe Wealth Advisors
Maryland
$1.33M -$8.12K -25 -0.7%
FWP
347
Fiduciary Wealth Partners
Massachusetts
$1.33M -$547K -1,685 -31%
WB
348
WesBanco Bank
West Virginia
$1.32M +$1.01M +3,119 +492%
SM
349
Sensible Money
Arizona
$1.31M – – –
FCM
350
Firestone Capital Management
Florida
$1.31M +$49K +151 +4%
12 13
14
15 16