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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
401
Cobblestone Capital Advisors
New York
$547K – – –
HFRG
402
Houlihan Financial Resource Group
Virginia
$547K – – –
PP
403
PrairieView Partners
Minnesota
$540K -$44.8K -194 -8%
WWC
404
Waypoint Wealth Counsel
Georgia
$538K +$195K +843 +58%
CFA
405
Capstone Financial Advisors
Illinois
$536K +$1.85K +8 +0.4%
AA
406
Ashford Advisors
New York
$535K – – –
FF
407
Francis Financial
$532K -$6K -26 -1%
WSTAM
408
Wilbanks Smith & Thomas Asset Management
Virginia
$530K +$7.16K +31 +1%
CWM
409
Collaborative Wealth Management
Florida
$527K – – –
DIA
410
Dana Investment Advisors
Wisconsin
$524K -$4.85K -21 -0.9%
WE
411
Wealth Effects
Massachusetts
$519K – – –
CWM
412
C2C Wealth Management
Arizona
$515K – – –
RCAG
413
Rehmann Capital Advisory Group
Michigan
$515K -$180K -781 -26%
TGAM
414
TBH Global Asset Management
Tennessee
$512K – – –
SC
415
Scotia Capital
Ontario, Canada
$508K – – –
HCM
416
Hollencrest Capital Management
California
$507K -$342K -1,480 -41%
NED
417
Nancy E. Dempze
$495K – – –
JWBC
418
J.W. Burns & Co
New York
$494K – – –
ECM
419
Evergreen Capital Management
Washington
$494K – – –
CCM
420
Coldstream Capital Management
Washington
$488K +$923 +4 +0.2%
FPAS
421
Focus Partners Advisor Solutions
Missouri
$482K +$22.2K +96 +5%
SWM
422
Spire Wealth Management
Virginia
$480K +$61.4K +266 +15%
CA
423
Crewe Advisors
Utah
$480K -$2.54K -11 -0.5%
HIA
424
Harbor Investment Advisory
Maryland
$472K – – –
SWA
425
Sightline Wealth Advisors
Connecticut
$466K +$1.62K +7 +0.4%
15 16
17
18 19