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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
376
Naples Global Advisors
Florida
$1.3M – – –
BCWM
377
Bartlett & Co Wealth Management
Ohio
$1.29M – – –
CWM
378
Cahaba Wealth Management
Georgia
$1.29M +$768 +2 +0.1%
AF
379
Atala Financial
California
$1.28M – – –
XF
380
XML Financial
Maryland
$1.27M +$2.69K +7 +0.2%
ZBNA
381
Zions Bancorporation, National Association
Utah
$1.26M – – –
GVAG
382
Great Valley Advisor Group
Delaware
$1.25M +$220K +574 +22%
SSWM
383
Smith Salley Wealth Management
North Carolina
$1.25M +$4.61K +12 +0.4%
SCG
384
Sonata Capital Group
Washington
$1.24M -$26.9K -70 -2%
VWA
385
Visionary Wealth Advisors
Illinois
$1.24M +$3.45K +9 +0.3%
RPC
386
Rossmore Private Capital
Connecticut
$1.24M +$58.3K +152 +5%
SAM
387
Smartleaf Asset Management
Massachusetts
$1.23M +$231K +603 +24%
GIA
388
GHP Investment Advisors
Colorado
$1.23M +$384 +1 +0%
CFO
389
Callan Family Office
Pennsylvania
$1.22M +$1.21M +3,156 New
CFG
390
Carter Financial Group
Illinois
$1.2M – – –
PPW
391
Parcion Private Wealth
Washington
$1.2M – – –
SMA
392
Sage Mountain Advisors
Georgia
$1.18M – – –
LAS
393
LWM Advisory Services
Florida
$1.18M – – –
EGA
394
E&G Advisors
Texas
$1.16M – – –
CA
395
CoreCap Advisors
Michigan
$1.16M +$136K +355 +13%
FRA
396
Frank Rimerman Advisors
California
$1.15M – – –
RWP
397
RWA Wealth Partners
Massachusetts
$1.15M – – –
JSW
398
Journey Strategic Wealth
New Jersey
$1.14M -$611K -1,593 -35%
BAM
399
Beaumont Asset Management
Texas
$1.14M – – –
PWM
400
Paulson Wealth Management
Illinois
$1.14M -$16.9K -44 -1%
14 15
16
17 18