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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
426
SlateStone Wealth
Florida
$655K +$255 +1 +0%
RJT
427
Raymond James Trust
Florida
$648K +$40.5K +159 +7%
GC
428
Gibson Capital
Pennsylvania
$639K – – –
WFA
429
Wade Financial Advisory
California
$638K – – –
SMA
430
Sage Mountain Advisors
Georgia
$637K – – –
HFRG
431
Houlihan Financial Resource Group
Virginia
$636K – – –
CCA
432
Cobblestone Capital Advisors
New York
$636K – – –
CFA
433
Capstone Financial Advisors
Illinois
$630K +$4.59K +18 +0.8%
OAM
434
Oppenheimer Asset Management
New York
$619K +$20.4K +80 +4%
WSTAM
435
Wilbanks Smith & Thomas Asset Management
Virginia
$617K -$9.78M -38,347 -94%
1SAMC
436
12th Street Asset Management Company
Tennessee
$616K +$574K +2,251 New
CWM
437
Collaborative Wealth Management
Florida
$613K – – –
1WM
438
1900 Wealth Management
Texas
$599K +$558K +2,188 New
TGAM
439
TBH Global Asset Management
Tennessee
$595K – – –
SFA
440
Sequoia Financial Advisors
Ohio
$595K +$41.3K +162 +8%
BWM
441
Brown Wealth Management
Illinois
$593K +$1.02K +4 +0.2%
FCBT
442
First Citizens Bank & Trust
North Carolina
$590K +$213K +834 +63%
NSCM
443
New South Capital Management
Tennessee
$590K +$549K +2,155 New
SW
444
SVB Wealth
Massachusetts
$588K – – –
FF
445
Francis Financial
$587K -$2.81K -11 -0.5%
BRWA
446
B. Riley Wealth Advisors
Florida
$583K -$82.9K -325 -13%
NED
447
Nancy E. Dempze
$575K – – –
JWBC
448
J.W. Burns & Co
New York
$575K – – –
ECM
449
Evergreen Capital Management
Washington
$574K – – –
PA
450
Procyon Advisors
Connecticut
$557K -$79.6K -312 -13%
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