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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
476
Evanson Asset Management
California
$379K -$66.4K -276 -16%
BCWM
477
Bartlett & Co Wealth Management
Ohio
$375K – – –
BC
478
Bartlett & Co
Ohio
$375K – – –
RW
479
REDW Wealth
New Mexico
$370K – – –
WWC
480
Waypoint Wealth Counsel
Georgia
$369K -$201K -834 -36%
FFA
481
Farther Finance Advisors
California
$369K – – –
PCIA
482
Prime Capital Investment Advisors
Kansas
$368K +$348K +1,447 New
MWM
483
Madison Wealth Management
Ohio
$363K – – –
EIA
484
Eldridge Investment Advisors
New Hampshire
$362K – – –
AAS
485
Avantax Advisory Services
Texas
$360K -$50.5K -210 -13%
MG
486
Mather Group
Illinois
$357K +$337K +1,403 New
HTC
487
Haverford Trust Company
Pennsylvania
$356K – – –
SIA
488
Schechter Investment Advisors
Michigan
$354K – – –
CNB
489
Camden National Bank
Maine
$354K – – –
FAIM
490
Financial Advocates Investment Management
Washington
$353K – – –
YIH
491
Y-Intercept (HK)
Hong Kong
$348K +$103K +427 +45%
PCA
492
Prosperity Capital Advisors
Ohio
$347K +$27.7K +115 +9%
QCG
493
Quadrant Capital Group
Ohio
$346K – – –
ATPW
494
Ashton Thomas Private Wealth
Arizona
$344K – – –
FWCM
495
Ferguson Wellman Capital Management
Oregon
$342K -$1.2K -5 -0.4%
SPIA
496
Steward Partners Investment Advisory
New York
$342K +$2.4K +10 +0.7%
FCBT
497
First Citizens Bank & Trust
North Carolina
$338K -$94.3K -392 -23%
SCM
498
SOL Capital Management
Maryland
$335K – – –
SCM
499
Sebold Capital Management
Illinois
$329K +$51.7K +215 +20%
WPA
500
West Paces Advisors
Georgia
$327K -$36.1K -150 -10%
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