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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
426
VERITY Wealth Advisors
United States
$463K – – –
AFG
427
Altiora Financial Group
Ohio
$462K – – –
AA
428
Ancora Advisors
Ohio
$456K – – –
CL
429
Choreo LLC
Illinois
$447K +$438K +1,897 New
WWP
430
Waypoint Wealth Partners
California
$446K – – –
AWM
431
Accurate Wealth Management
Florida
$444K -$17.3K -75 -4%
RFC
432
Regions Financial Corp
Alabama
$443K – – –
FWI
433
Facet Wealth Inc
Maryland
$436K – – –
SSC
434
Syverson Strege & Co
Iowa
$427K +$23.5K +102 +6%
JIR
435
James Investment Research
Ohio
$423K – – –
HPC
436
HM Payson & Co
Maine
$421K – – –
UBV
437
United Bank (Virginia)
Virginia
$417K – – –
EAM
438
Evanson Asset Management
California
$416K -$32.3K -140 -7%
RWM
439
RKL Wealth Management
Pennsylvania
$414K +$1.62K +7 +0.4%
RMCM
440
Reynders McVeigh Capital Management
Massachusetts
$412K – – –
RIA
441
Realta Investment Advisors
Delaware
$408K -$2.08K -9 -0.5%
FCBT
442
First Citizens Bank & Trust
North Carolina
$405K -$69.7K -302 -15%
BWA
443
Burt Wealth Advisors
Maryland
$402K – – –
ECG
444
EPIQ Capital Group
California
$402K +$1.39K +6 +0.4%
MIM
445
MTM Investment Management
South Carolina
$399K – – –
GP
446
Girard Partners
Pennsylvania
$395K – – –
LW
447
Linscomb Wealth
Texas
$391K +$231 +1 +0.1%
GWM
448
Greenhouse Wealth Management
Connecticut
$389K – – –
QPWM
449
Quadrant Private Wealth Management
Pennsylvania
$386K +$1.39K +6 +0.4%
KPWS
450
Kestra Private Wealth Services
Texas
$385K +$129K +559 +52%
16 17
18
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