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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
451
Avidian Wealth Enterprises
Texas
$637K +$39.4K +132 +7%
HPC
452
HM Payson & Co
Maine
$636K +$81.2K +272 +15%
FF
453
Francis Financial
$635K – – –
BWM
454
Brown Wealth Management
Illinois
$629K -$38.8K -130 -6%
PA
455
Procyon Advisors
Connecticut
$628K – – –
AA
456
Ashford Advisors
New York
$628K – – –
SC
457
Scotia Capital
Ontario, Canada
$626K -$103K -346 -15%
SWA
458
Sightline Wealth Advisors
Connecticut
$626K +$1.49K +5 +0.2%
APP
459
Avantax Planning Partners
Iowa
$622K +$597 +2 +0.1%
CA
460
Crewe Advisors
Utah
$620K – – –
HA
461
Harbor Advisors
Florida
$617K – – –
FG
462
Foster Group
Iowa
$606K -$1.16M -3,889 -66%
HIA
463
Harbor Investment Advisory
Maryland
$603K +$298 +1 +0.1%
CCM
464
Coldstream Capital Management
Washington
$602K – – –
DIA
465
Dana Investment Advisors
Wisconsin
$602K – – –
AI
466
Atria Investments
North Carolina
$601K -$1.88M -6,308 -76%
FBB
467
Fulton Breakefield Broenniman
Maryland
$592K +$317K +1,062 +124%
WWP
468
Waypoint Wealth Partners
California
$585K – – –
MCA
469
MSH Capital Advisors
Arizona
$580K +$298 +1 +0.1%
NG
470
Norden Group
Utah
$569K -$52.2K -175 -9%
SWM
471
Spire Wealth Management
Virginia
$558K -$2.09K -7 -0.4%
RWM
472
RKL Wealth Management
Pennsylvania
$551K +$1.49K +5 +0.3%
EW
473
Evoke Wealth
California
$548K -$712K -2,385 -57%
UBV
474
United Bank (Virginia)
Virginia
$546K – – –
PWM
475
Perigon Wealth Management
California
$533K -$17.3K -58 -3%
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