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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
451
RKL Wealth Management
Pennsylvania
$432K – – –
FTWA
452
Fifth Third Wealth Advisors
Ohio
$429K – – –
ECG
453
EPIQ Capital Group
California
$421K – – –
BWA
454
Burt Wealth Advisors
Maryland
$418K – – –
MIM
455
MTM Investment Management
South Carolina
$415K – – –
GWM
456
Greenhouse Wealth Management
Connecticut
$405K – – –
QPWM
457
Quadrant Private Wealth Management
Pennsylvania
$404K – – –
SSC
458
Syverson Strege & Co
Iowa
$394K +$12.8K +50 +3%
HSA
459
HBK Sorce Advisory
Pennsylvania
$394K – – –
PFA
460
Pathway Financial Advisors
Vermont
$392K – – –
VNIM
461
Vaughan Nelson Investment Management
Texas
$392K +$296K +1,160 +264%
RW
462
RVW Wealth
California
$390K -$109K -428 -21%
WB
463
WesBanco Bank
West Virginia
$390K – – –
UFF
464
USA Financial Formulas
Michigan
$389K -$63.1K -247 -13%
VF
465
Vawter Financial
Ohio
$388K – – –
PCA
466
Prosperity Capital Advisors
Ohio
$388K +$56K +219 +16%
FFN
467
Focus Financial Network
Minnesota
$383K +$398K +1,558 New
FWCM
468
Ferguson Wellman Capital Management
Oregon
$382K +$54.9K +215 +16%
LW
469
Linscomb Wealth
Texas
$382K -$3.83K -15 -1%
BCPWM
470
Bradley & Co Private Wealth Management
Florida
$382K – – –
SFS
471
Summit Financial Strategies
Ohio
$380K – – –
PRWA
472
Platte River Wealth Advisors
Colorado
$377K – – –
NA
473
NewEdge Advisors
Louisiana
$375K -$1.43M -5,614 -79%
CWA
474
CM Wealth Advisors
Ohio
$372K -$16.1K -63 -4%
KPWS
475
Kestra Private Wealth Services
Texas
$369K -$61.8K -242 -14%
17 18
19
20 21