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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
451
Affinity Capital Advisors
California
$880K +$2.36K +7 +0.3%
MAC
452
Mason & Associates (California)
California
$875K – – –
IAIM
453
International Assets Investment Management
Florida
$863K +$16.5K +49 +2%
AWE
454
Avidian Wealth Enterprises
Texas
$861K +$173K +513 +25%
WAL
455
W Advisors LLC
Tennessee
$842K -$146K -434 -15%
PA
456
Procyon Advisors
Connecticut
$837K +$158K +470 +23%
AWA
457
AGH Wealth Advisors
Kansas
$834K +$840K +2,494 New
CFC
458
Coyle Financial Counsel
Illinois
$825K -$97.6K -290 -11%
VA
459
Valmark Advisers
Ohio
$819K -$51.2K -152 -6%
SYBT
460
Stock Yards Bank & Trust
Kentucky
$813K – – –
EA
461
Eclectic Associates
California
$810K +$816K +2,424 New
SW
462
SlateStone Wealth
Florida
$783K – – –
WFA
463
Wade Financial Advisory
California
$779K – – –
CFA
464
Capstone Financial Advisors
Illinois
$778K +$2.36K +7 +0.3%
HFRG
465
Houlihan Financial Resource Group
Virginia
$777K – – –
CCA
466
Cobblestone Capital Advisors
New York
$776K – – –
CWP
467
Cyndeo Wealth Partners
Florida
$770K – – –
BCI
468
Blue Capital Inc
Nebraska
$769K +$774K +2,300 New
PTC
469
Private Trust Company
Ohio
$762K -$13.5K -40 -2%
LFA
470
LGT Financial Advisors
Texas
$757K +$2.36K +7 +0.3%
MCA
471
Martin Capital Advisors
Texas
$755K -$37K -110 -5%
GRP
472
Global Retirement Partners
California
$754K +$259K +769 +52%
PAS
473
Park Avenue Securities
New York
$752K +$296K +878 +64%
CWM
474
Collaborative Wealth Management
Florida
$749K – – –
CCM
475
Chilton Capital Management
Texas
$749K -$50.5K -150 -6%
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