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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
351
SilverOak Wealth Management
Minnesota
$1.56M – – –
SC
352
Syon Capital
California
$1.55M +$1.5M +3,639 New
NEPWA
353
New England Private Wealth Advisors
Massachusetts
$1.54M +$824 +2 +0.1%
ITIM
354
Indiana Trust & Investment Management
Indiana
$1.51M – – –
IWM
355
IHT Wealth Management
Illinois
$1.5M +$380K +923 +36%
SFO
356
Stokes Family Office
Louisiana
$1.49M – – –
WFA
357
Wellspring Financial Advisors
Ohio
$1.49M – – –
CIM
358
Cambria Investment Management
California
$1.47M +$26.4K +64 +2%
EF
359
Empowered Funds
Pennsylvania
$1.47M +$26.4K +64 +2%
SSWM
360
Smith Salley Wealth Management
North Carolina
$1.46M +$96.8K +235 +7%
BWP
361
Bernardo Wealth Planning
Pennsylvania
$1.45M – – –
APG
362
Abacus Planning Group
South Carolina
$1.44M – – –
AF
363
Atala Financial
California
$1.44M – – –
CWM
364
Cahaba Wealth Management
Georgia
$1.44M +$1.65K +4 +0.1%
JWCA
365
J.W. Cole Advisors
Florida
$1.44M +$1.39M +3,368 New
FSA
366
Fort Sheridan Advisors
Illinois
$1.43M – – –
BCWM
367
Bartlett & Co Wealth Management
Ohio
$1.43M – – –
SWA
368
Stratos Wealth Advisors
Ohio
$1.42M +$19.4K +47 +1%
ANTB
369
AMG National Trust Bank
Colorado
$1.41M – – –
GLLW
370
Graves Light Lenhart Wealth
Virginia
$1.41M +$25.1K +61 +2%
ZBNA
371
Zions Bancorporation, National Association
Utah
$1.39M – – –
CA
372
CoreCap Advisors
Michigan
$1.38M +$246K +597 +23%
VWA
373
Visionary Wealth Advisors
Illinois
$1.37M +$2.88K +7 +0.2%
CGA
374
Crescent Grove Advisors
Illinois
$1.36M -$98.1K -238 -7%
VFA
375
Valeo Financial Advisors
Indiana
$1.36M +$33K +80 +3%
13 14
15
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