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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
451
Sightline Wealth Advisors
Connecticut
$766K +$1.55K +4 +0.2%
MAC
452
Mason & Associates (California)
California
$757K +$2.71K +7 +0.3%
MCA
453
Martin Capital Advisors
Texas
$756K – – –
AG
454
Ascent Group
Virginia
$750K – – –
AAP
455
Arax Advisory Partners
Colorado
$749K -$34.4K -89 -4%
VA
456
Valmark Advisers
Ohio
$747K +$231K +598 +42%
BF
457
BOK Financial
Oklahoma
$741K – – –
HA
458
Harbor Advisors
Florida
$741K – – –
CCMG
459
Clark Capital Management Group
Pennsylvania
$739K -$2.08M -5,372 -73%
TWM
460
Topsail Wealth Management
North Carolina
$716K – – –
DT
461
Diversified Trust
Tennessee
$713K +$6.19K +16 +0.8%
SWM
462
Sentinel Wealth Management
Virginia
$707K – – –
FWI
463
Facet Wealth Inc
Maryland
$702K – – –
SW
464
SlateStone Wealth
Florida
$693K +$387 +1 +0.1%
WA
465
Waystone Advisors
Washington
$692K – – –
CL
466
Choreo LLC
Illinois
$691K – – –
FFM
467
Forum Financial Management
Illinois
$690K +$1.16K +3 +0.2%
PWM
468
Perigon Wealth Management
California
$687K -$3.87K -10 -0.5%
ACM
469
Armbruster Capital Management
New York
$678K +$4.25K +11 +0.6%
RWM
470
RKL Wealth Management
Pennsylvania
$674K +$1.55K +4 +0.2%
JSW
471
Journey Strategic Wealth
New Jersey
$670K -$444K -1,148 -39%
CC
472
Climber Capital
Switzerland
$667K – – –
FA
473
Fiduciary Alliance
South Carolina
$662K – – –
CIM
474
CIM Investment Management
Pennsylvania
$661K – – –
JIC
475
Joel Isaacson & Co
New York
$656K +$774 +2 +0.1%
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19
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