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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
401
Naples Global Advisors
Florida
$1.01M -$240K -620 -19%
SW
402
SkyOak Wealth
Michigan
$994K -$21.7K -56 -2%
BWM
403
Brown Wealth Management
Illinois
$986K +$205K +530 +25%
SIA
404
Soltis Investment Advisors
Utah
$980K – – –
AAMC
405
Asset Allocation & Management Company
Illinois
$979K – – –
SFWC
406
Strategic Family Wealth Counselors
New Jersey
$979K -$13.2K -34 -1%
CA
407
CoreCap Advisors
Michigan
$975K -$138K -358 -12%
IWM
408
IHT Wealth Management
Illinois
$962K +$89.4K +231 +10%
WMP
409
Wealth Management Partners
Arizona
$959K – – –
MSWM
410
McGlone Suttner Wealth Management
Wisconsin
$956K -$1M -2,592 -50%
EW
411
Evoke Wealth
California
$955K – – –
QPWM
412
Quadrant Private Wealth Management
Pennsylvania
$946K +$1.16K +3 +0.1%
KA
413
Kovack Advisors
Florida
$944K -$20.9K -54 -2%
LCAM
414
London & Capital Asset Management
United Kingdom
$936K – – –
NA
415
Nestegg Advisors
New York
$926K – – –
WIA
416
World Investment Advisors
California
$923K -$518K -1,338 -35%
CFC
417
Coyle Financial Counsel
Illinois
$912K – – –
KPWS
418
Kestra Private Wealth Services
Texas
$907K -$48K -124 -5%
KAM
419
KEB Asset Management
Illinois
$904K -$5.03K -13 -0.5%
SWM
420
Steelhead Wealth Management
Virginia
$884K +$923K +2,387 New
RSC
421
Red Spruce Capital
Pennsylvania
$878K +$25.9K +67 +3%
HIA
422
Harbor Investment Advisory
Maryland
$874K +$149K +386 +20%
CFA
423
Capstone Financial Advisors
Illinois
$874K +$1.93K +5 +0.2%
AIM
424
Acropolis Investment Management
Missouri
$873K – – –
BEC
425
Blue Edge Capital
Virginia
$869K – – –
15 16
17
18 19