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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
401
CPWM LLC
Washington
$452K +$502K +2,181 New
TGAM
402
TBH Global Asset Management
Tennessee
$450K – – –
SC
403
Scotia Capital
Ontario, Canada
$447K +$247K +1,075 +99%
CCA
404
Cobblestone Capital Advisors
New York
$445K +$495K +2,150 New
JWBC
405
J.W. Burns & Co
New York
$435K – – –
SWM
406
Spire Wealth Management
Virginia
$434K -$207K -898 -30%
ECM
407
Evergreen Capital Management
Washington
$434K +$482K +2,097 New
IAIM
408
International Assets Investment Management
Florida
$433K – – –
AAS
409
Avantax Advisory Services
Texas
$425K -$140K -610 -23%
CWM
410
Congress Wealth Management
Massachusetts
$418K +$13.8K +60 +3%
FWI
411
Facet Wealth Inc
Maryland
$416K – – –
SWA
412
Sightline Wealth Advisors
Connecticut
$416K +$1.61K +7 +0.4%
HIA
413
Harbor Investment Advisory
Maryland
$415K +$10.4K +45 +2%
AA
414
Alesco Advisors
New York
$414K – – –
FCBT
415
First Citizens Bank & Trust
North Carolina
$408K -$91.3K -397 -17%
PWPS
416
Pinnacle Wealth Planning Services
Ohio
$408K -$54.5K -237 -11%
VWA
417
VERITY Wealth Advisors
United States
$407K – – –
IP
418
Investment Partners
Ohio
$404K +$449K +1,953 New
EAM
419
Evanson Asset Management
California
$402K – – –
AA
420
Ancora Advisors
Ohio
$401K – – –
CWA
421
CM Wealth Advisors
Ohio
$398K +$91M +395,637 +21,045%
WWP
422
Waypoint Wealth Partners
California
$392K – – –
RFC
423
Regions Financial Corp
Alabama
$390K -$20.9K -91 -5%
YIH
424
Y-Intercept (HK)
Hong Kong
$387K +$430K +1,869 New
BMWM
425
Brown Miller Wealth Management
Virginia
$384K +$230 +1 +0.1%
15 16
17
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