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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
451
Sightline Wealth Advisors
Connecticut
$780K +$1.82K +5 +0.2%
PP
452
Patten & Patten
Tennessee
$776K +$746K +2,047 New
MCA
453
Martin Capital Advisors
Texas
$773K -$80.2K -220 -10%
CL
454
Choreo LLC
Illinois
$765K – – –
LFA
455
LGT Financial Advisors
Texas
$765K +$1.82K +5 +0.2%
BF
456
BOK Financial
Oklahoma
$758K – – –
HA
457
Harbor Advisors
Florida
$758K – – –
CWM
458
Collaborative Wealth Management
Florida
$748K -$8.75K -24 -1%
HIA
459
Harbor Investment Advisory
Maryland
$747K +$365 +1 +0.1%
APP
460
Avantax Planning Partners
Iowa
$741K +$1.09K +3 +0.2%
FWI
461
Facet Wealth Inc
Maryland
$735K – – –
TWM
462
Topsail Wealth Management
North Carolina
$732K – – –
OA
463
Oxbow Advisors
Texas
$731K – – –
DT
464
Diversified Trust
Tennessee
$723K +$211K +579 +44%
SWM
465
Sentinel Wealth Management
Virginia
$722K – – –
MCA
466
MSH Capital Advisors
Arizona
$722K +$6.56K +18 +1%
WMA
467
William Mack & Associates
Michigan
$721K +$1.09K +3 +0.2%
ACA
468
Affinity Capital Advisors
California
$718K -$137K -375 -17%
PWM
469
Perigon Wealth Management
California
$717K +$365 +1 +0.1%
BIG
470
Brooklyn Investment Group
New York
$716K +$40.5K +111 +6%
UFF
471
USA Financial Formulas
Michigan
$711K -$135K -369 -16%
SW
472
SlateStone Wealth
Florida
$708K – – –
DWM
473
Dakota Wealth Management
Florida
$708K -$1.62M -4,452 -70%
AA
474
Ashford Advisors
New York
$700K -$1.57M -4,294 -70%
ACM
475
Armbruster Capital Management
New York
$686K +$3.28K +9 +0.5%
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