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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
376
Cahaba Wealth Management
Georgia
$1.16M +$2.6K +8 +0.2%
XF
377
XML Financial
Maryland
$1.16M +$18.5K +57 +2%
SCG
378
Sonata Capital Group
Washington
$1.15M – – –
ZBNA
379
Zions Bancorporation, National Association
Utah
$1.15M – – –
IWM
380
IHT Wealth Management
Illinois
$1.14M +$650 +2 +0.1%
SSWM
381
Smith Salley Wealth Management
North Carolina
$1.14M +$2.92K +9 +0.3%
NRC
382
New Republic Capital
North Carolina
$1.14M +$468K +1,442 +80%
KAM
383
KEB Asset Management
Illinois
$1.12M – – –
GL
384
Graypoint LLC
New York
$1.12M +$325 +1 +0%
VWA
385
Visionary Wealth Advisors
Illinois
$1.12M +$2.92K +9 +0.3%
GIA
386
GHP Investment Advisors
Colorado
$1.11M – – –
PAS
387
Park Avenue Securities
New York
$1.09M +$1.01M +3,119 New
CFG
388
Carter Financial Group
Illinois
$1.09M +$1.01M +3,115 New
PPW
389
Parcion Private Wealth
Washington
$1.09M – – –
WS
390
Wedbush Securities
California
$1.09M +$3.25K +10 +0.3%
SMA
391
Sage Mountain Advisors
Georgia
$1.07M – – –
OAS
392
Optivise Advisory Services
Tennessee
$1.07M -$29.6K -91 -3%
LAS
393
LWM Advisory Services
Florida
$1.07M – – –
EGA
394
E&G Advisors
Texas
$1.05M – – –
PWM
395
Paulson Wealth Management
Illinois
$1.05M +$969K +2,982 New
FRA
396
Frank Rimerman Advisors
California
$1.05M -$471K -1,450 -33%
RWP
397
RWA Wealth Partners
Massachusetts
$1.04M – – –
BAM
398
Beaumont Asset Management
Texas
$1.03M – – –
CCM
399
Condor Capital Management
New Jersey
$1.03M – – –
FNC
400
First National Corp
Massachusetts
$1.02M – – –
14 15
16
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