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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
451
Kestra Private Wealth Services
Texas
$444K +$26.2K +109 +7%
RIA
452
Realta Investment Advisors
Delaware
$442K +$240 +1 +0.1%
ECG
453
EPIQ Capital Group
California
$435K +$1.2K +5 +0.3%
BWA
454
Burt Wealth Advisors
Maryland
$434K – – –
MIM
455
MTM Investment Management
South Carolina
$431K – – –
GP
456
Girard Partners
Pennsylvania
$428K – – –
GWM
457
Greenhouse Wealth Management
Connecticut
$421K – – –
QPWM
458
Quadrant Private Wealth Management
Pennsylvania
$418K +$962 +4 +0.2%
CWM
459
Core Wealth Management
Florida
$415K – – –
HSA
460
HBK Sorce Advisory
Pennsylvania
$409K – – –
PFA
461
Pathway Financial Advisors
Vermont
$407K – – –
AWM
462
Accurate Wealth Management
Florida
$406K -$76.7K -319 -17%
WB
463
WesBanco Bank
West Virginia
$405K – – –
VF
464
Vawter Financial
Ohio
$403K -$10.1K -42 -3%
LW
465
Linscomb Wealth
Texas
$401K -$21.4K -89 -5%
CWA
466
CM Wealth Advisors
Ohio
$398K +$364K +1,514 New
SSC
467
Syverson Strege & Co
Iowa
$396K -$61.8K -257 -14%
BCPWM
468
Bradley & Co Private Wealth Management
Florida
$396K – – –
SFS
469
Summit Financial Strategies
Ohio
$394K – – –
PJSIMP
470
P.J. Schmidt Investment Management (PJS)
Wisconsin
$393K – – –
PRWA
471
Platte River Wealth Advisors
Colorado
$392K – – –
GC
472
Gould Capital
Washington
$386K -$22.8K -95 -6%
RMCM
473
Reynders McVeigh Capital Management
Massachusetts
$382K -$60.1K -250 -14%
MSS
474
Mitchell Sinkler & Starr
Pennsylvania
$382K – – –
KP
475
Keel Point
Alabama
$381K +$481 +2 +0.1%
17 18
19
20 21