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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
451
Valmark Advisers
Ohio
$862K +$2.47K +6 +0.3%
WIA
452
World Investment Advisors
California
$856K -$74.2K -180 -7%
DADC
453
D.A. Davidson & Co
Montana
$856K -$520K -1,262 -39%
AI
454
Atria Investments
North Carolina
$855K +$826K +2,004 New
HA
455
Harbor Advisors
Florida
$853K – – –
AWMM
456
Aegis Wealth Management (Maryland)
Maryland
$853K +$824K +2,000 New
MAC
457
Mason & Associates (California)
California
$845K -$49K -119 -6%
LAS
458
LWM Advisory Services
Florida
$843K -$351K -852 -30%
PCA
459
Prosperity Capital Advisors
Ohio
$837K -$156K -379 -16%
EPM
460
Elm Partners Management
Pennsylvania
$832K +$804K +1,951 New
PWM
461
Perigon Wealth Management
California
$827K +$35.8K +87 +5%
DT
462
Diversified Trust
Tennessee
$824K +$4.12K +10 +0.5%
TWM
463
Topsail Wealth Management
North Carolina
$823K – – –
RC
464
Resolute Capital
South Carolina
$816K +$789K +1,914 New
SWM
465
Sentinel Wealth Management
Virginia
$813K – – –
GIA
466
Gladstone Institutional Advisory
Florida
$812K +$785K +1,905 New
BF
467
BOK Financial
Oklahoma
$809K -$42K -102 -5%
SW
468
SlateStone Wealth
Florida
$797K – – –
FFM
469
Forum Financial Management
Illinois
$795K +$1.65K +4 +0.2%
WA
470
Waystone Advisors
Washington
$785K -$9.89K -24 -1%
ACM
471
Armbruster Capital Management
New York
$785K +$4.12K +10 +0.5%
RWM
472
RKL Wealth Management
Pennsylvania
$777K +$1.65K +4 +0.2%
OCM
473
One Capital Management
California
$769K – – –
CC
474
Climber Capital
Switzerland
$766K – – –
JIC
475
Joel Isaacson & Co
New York
$756K +$824 +2 +0.1%
17 18
19
20 21