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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
426
Coldstream Capital Management
Washington
$750K +$137K +410 +21%
GVAG
427
Great Valley Advisor Group
Delaware
$749K +$523K +1,561 +196%
BEC
428
Blue Edge Capital
Virginia
$745K -$105K -313 -12%
SW
429
SlateStone Wealth
Florida
$744K +$335 +1 +0%
CFA
430
Capstone Financial Advisors
Illinois
$742K +$2.35K +7 +0.3%
MWM
431
Modern Wealth Management
Kansas
$740K +$781K +2,330 New
WFA
432
Wade Financial Advisory
California
$740K – – –
HFRG
433
Houlihan Financial Resource Group
Virginia
$738K – – –
RAS
434
RPS Advisory Solutions
Kentucky
$737K +$777K +2,318 New
CCA
435
Cobblestone Capital Advisors
New York
$734K -$4.02K -12 -0.5%
CWP
436
Cyndeo Wealth Partners
Florida
$732K – – –
PTC
437
Private Trust Company
Ohio
$724K – – –
MCA
438
Martin Capital Advisors
Texas
$718K – – –
PA
439
Procyon Advisors
Connecticut
$716K -$83.8K -250 -10%
NG
440
Norden Group
Utah
$697K -$147K -439 -17%
AF
441
Allworth Financial
California
$692K +$57K +170 +8%
SAM
442
Smartleaf Asset Management
Massachusetts
$678K -$16.1K -48 -2%
FH
443
FWG Holdings
Florida
$673K -$8.38K -25 -1%
HCM
444
Hollencrest Capital Management
California
$672K -$496K -1,480 -41%
JWBC
445
J.W. Burns & Co
New York
$670K +$8.05K +24 +1%
OA
446
Oxbow Advisors
Texas
$669K – – –
NED
447
Nancy E. Dempze
$668K – – –
ECM
448
Evergreen Capital Management
Washington
$666K – – –
PCA
449
Prosperity Capital Advisors
Ohio
$666K -$613K -1,829 -47%
DIA
450
Dana Investment Advisors
Wisconsin
$664K -$28.8K -86 -4%
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