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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
426
N.E.W. Advisory Services
Wisconsin
$436K – – –
BCPWM
427
Bradley & Co Private Wealth Management
Florida
$432K – – –
OIA
428
OneDigital Investment Advisors
Kansas
$431K +$421K +1,553 New
SFS
429
Summit Financial Strategies
Ohio
$430K -$29.5K -109 -7%
WB
430
WesBanco Bank
West Virginia
$429K – – –
MFA
431
Mayflower Financial Advisors
Massachusetts
$427K – – –
FAIM
432
Financial Advocates Investment Management
Washington
$426K +$3.25K +12 +0.8%
PRWA
433
Platte River Wealth Advisors
Colorado
$422K – – –
PWPS
434
Pinnacle Wealth Planning Services
Ohio
$420K – – –
IA
435
IFP Advisors
Florida
$419K +$542 +2 +0.1%
PFA
436
Pathway Financial Advisors
Vermont
$418K +$433K +1,600 New
PG
437
Patten Group
Tennessee
$417K -$13.8K -51 -3%
FWCM
438
Ferguson Wellman Capital Management
Oregon
$401K -$6.77K -25 -2%
WPA
439
West Paces Advisors
Georgia
$400K – – –
AAS
440
Ameritas Advisory Services
Nebraska
$396K +$387K +1,427 New
MWM
441
Madison Wealth Management
Ohio
$395K – – –
KL
442
KilterHowling LLC
Colorado
$394K +$385K +1,420 New
HPA
443
High Probability Advisors
New York
$392K – – –
BDF
444
Balasa Dinverno & Foltz
$392K – – –
CPFP
445
Clear Perspectives Financial Planning
Ohio
$389K – – –
HTC
446
Haverford Trust Company
Pennsylvania
$389K – – –
RSWM
447
Robertson Stephens Wealth Management
California
$389K – – –
BIC
448
Beach Investment Counsel
Pennsylvania
$388K – – –
CNB
449
Camden National Bank
Maine
$386K – – –
SIA
450
Schechter Investment Advisors
Michigan
$386K +$377K +1,392 New
16 17
18
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