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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
451
Coldstream Capital Management
Washington
$585K – – –
DIA
452
Dana Investment Advisors
Wisconsin
$585K – – –
AA
453
Ancora Advisors
Ohio
$582K -$14.3K -50 -3%
AWE
454
Avidian Wealth Enterprises
Texas
$579K – – –
CC
455
Cornerstone Capital
California
$577K +$11.4K +40 +2%
FWI
456
Facet Wealth Inc
Maryland
$574K – – –
WWP
457
Waypoint Wealth Partners
California
$569K – – –
OAM
458
Oppenheimer Asset Management
New York
$565K -$108K -379 -17%
MCA
459
MSH Capital Advisors
Arizona
$563K -$334K -1,171 -38%
TW
460
TritonPoint Wealth
Maryland
$553K -$330K -1,156 -57%
SWM
461
Spire Wealth Management
Virginia
$544K +$285 +1 +0.1%
AF
462
Allworth Financial
California
$540K – – –
HPC
463
HM Payson & Co
Maine
$537K – – –
PWM
464
Perigon Wealth Management
California
$536K +$285 +1 +0.1%
RWM
465
RKL Wealth Management
Pennsylvania
$534K +$1.14K +4 +0.2%
UBV
466
United Bank (Virginia)
Virginia
$531K – – –
VWA
467
VERITY Wealth Advisors
United States
$531K – – –
NA
468
NewEdge Advisors
Louisiana
$524K -$7.99K -28 -2%
GI
469
GLOBALT Investments
Georgia
$521K – – –
SC
470
SouthState Corp
Florida
$515K – – –
BWA
471
Burt Wealth Advisors
Maryland
$512K – – –
MIM
472
MTM Investment Management
South Carolina
$509K – – –
ECG
473
EPIQ Capital Group
California
$495K +$1.14K +4 +0.2%
EL
474
Envoi LLC
Minnesota
$494K -$163K -570 -26%
QPWM
475
Quadrant Private Wealth Management
Pennsylvania
$486K +$1.14K +4 +0.2%
17 18
19
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