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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
351
VERITY Wealth Advisors
United States
$503K – – –
HIA
352
Harbor Investment Advisory
Maryland
$502K – – –
BFEC
353
Benjamin F. Edwards & Company
Missouri
$498K +$485K +1,947 New
AA
354
Ancora Advisors
Ohio
$496K – – –
SWA
355
Sightline Wealth Advisors
Connecticut
$496K +$1.5K +6 +0.3%
SC
356
Scotia Capital
Ontario, Canada
$493K -$3.24K -13 -0.7%
WWP
357
Waypoint Wealth Partners
California
$485K – – –
HCIA
358
Hochman Cole Investment Advisors
Illinois
$482K – – –
WJA
359
Willis Johnson & Associates
Texas
$479K -$4.24K -17 -0.9%
PFO
360
Pathstone Family Office
New Jersey
$475K +$2.24K +9 +0.5%
CPO
361
Cerity Partners OCIO
New York
$471K -$33.9K -136 -7%
PJSIMP
362
P.J. Schmidt Investment Management (PJS)
Wisconsin
$470K – – –
BHIA
363
Birch Hill Investment Advisors
Massachusetts
$461K – – –
JIR
364
James Investment Research
Ohio
$459K – – –
HPC
365
HM Payson & Co
Maine
$458K – – –
LW
366
Linscomb Wealth
Texas
$455K -$5.73K -23 -1%
UBV
367
United Bank (Virginia)
Virginia
$453K – – –
MGIA
368
Moneta Group Investment Advisors
Missouri
$452K – – –
AWM
369
AE Wealth Management
Kansas
$448K +$54.6K +219 +14%
PPW
370
Pasadena Private Wealth
California
$446K +$205K +824 +90%
RIA
371
Realta Investment Advisors
Delaware
$443K -$19.9K -80 -4%
PCA
372
Personal Capital Advisors
California
$443K -$4.99K -20 -1%
FWM
373
Frontier Wealth Management
Missouri
$439K – – –
RWM
374
RKL Wealth Management
Pennsylvania
$438K +$1.99K +8 +0.5%
OMC
375
Old Mission Capital
Illinois
$435K +$49.9K +200 +13%
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