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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
451
Harbor Investment Advisory
Maryland
$556K – – –
TW
452
TritonPoint Wealth
Maryland
$553K +$515K +2,019 New
SWA
453
Sightline Wealth Advisors
Connecticut
$553K +$4.33K +17 +0.8%
CA
454
Crewe Advisors
Utah
$549K – – –
FPAS
455
Focus Partners Advisor Solutions
Missouri
$548K -$49.2K -193 -9%
FWI
456
Facet Wealth Inc
Maryland
$548K +$22.9K +90 +5%
HA
457
Harbor Advisors
Florida
$547K +$510K +2,000 New
AA
458
Ancora Advisors
Ohio
$544K +$12.7K +50 +3%
EL
459
Envoi LLC
Minnesota
$543K – – –
PP
460
PrairieView Partners
Minnesota
$535K – – –
CCM
461
Coldstream Capital Management
Washington
$534K -$15.8K -62 -3%
DIA
462
Dana Investment Advisors
Wisconsin
$534K -$39.3K -154 -7%
AWE
463
Avidian Wealth Enterprises
Texas
$529K +$1.27K +5 +0.3%
WWP
464
Waypoint Wealth Partners
California
$519K – – –
CC
465
Cornerstone Capital
California
$516K -$240K -942 -33%
CL
466
Choreo LLC
Illinois
$508K -$10.2K -40 -2%
PAIM
467
Punch & Associates Investment Management
Minnesota
$503K +$469K +1,838 New
SWM
468
Spire Wealth Management
Virginia
$501K -$36K -141 -7%
LFA
469
Legacy Financial Advisors
Kentucky
$496K -$5.35K -21 -1%
CWA
470
CM Wealth Advisors
Ohio
$494K +$90K +353 +24%
AF
471
Allworth Financial
California
$493K +$458K +1,797 +44,925%
NA
472
NewEdge Advisors
Louisiana
$491K +$61.7K +242 +16%
BTWM
473
Baker Tilly Wealth Management
Wisconsin
$490K – – –
HPC
474
HM Payson & Co
Maine
$490K – – –
PWM
475
Perigon Wealth Management
California
$488K +$77.3K +303 +20%
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19
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