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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
401
Bartlett & Co
Ohio
$350K – – –
ATPW
402
Ashton Thomas Private Wealth
Arizona
$348K – – –
VWA
403
V Wealth Advisors
Kansas
$347K – – –
WGAM
404
Wilkinson Global Asset Management
New York
$343K – – –
SSC
405
Syverson Strege & Co
Iowa
$340K +$8.64K +33 +3%
WFA
406
Wade Financial Advisory
California
$339K – – –
PO
407
Private Ocean
California
$339K +$39.8K +152 +13%
SCM
408
SOL Capital Management
Maryland
$336K -$26.2K -100 -7%
AIC
409
Ayalon Insurance Company
Israel
$335K -$576K -2,200 -63%
BO
410
BRR OpCo
Ohio
$332K – – –
SPIA
411
Steward Partners Investment Advisory
New York
$332K – – –
SWPG
412
Strategic Wealth Partners Group
Illinois
$332K +$341K +1,301 New
PS
413
Portfolio Solutions
Michigan
$330K – – –
PWM
414
Perigon Wealth Management
California
$325K – – –
IWC
415
Integrated Wealth Concepts
Massachusetts
$325K +$108K +412 +48%
OWA
416
Outlook Wealth Advisors
Texas
$324K – – –
WCWM
417
Willow Creek Wealth Management
California
$322K -$11.8K -45 -3%
MWM
418
Meridian Wealth Management
Kentucky
$322K – – –
ZCA
419
Zeke Capital Advisors
Pennsylvania
$322K – – –
MA
420
MONECO Advisors
Connecticut
$322K +$331K +1,263 New
CCA
421
Column Capital Advisors
Indiana
$315K -$2.62K -10 -0.8%
TFS
422
TrustCore Financial Services
Tennessee
$309K +$80.6K +308 +34%
SWM
423
Spire Wealth Management
Virginia
$304K +$20.7K +79 +7%
NEGWA
424
New England Guild Wealth Advisors
Connecticut
$302K -$10.5K -40 -3%
FHA
425
Flagship Harbor Advisors
Massachusetts
$301K – – –
15 16
17
18 19