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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
476
Farther Finance Advisors
California
$368K +$13.3K +52 +4%
OMC
477
Old Mission Capital
Illinois
$368K +$383K +1,500 New
KP
478
Keel Point
Alabama
$367K – – –
PJSIMP
479
P.J. Schmidt Investment Management (PJS)
Wisconsin
$365K – – –
EAM
480
Evanson Asset Management
California
$365K – – –
BC
481
Bartlett & Co
Ohio
$363K – – –
BCWM
482
Bartlett & Co Wealth Management
Ohio
$363K – – –
PWM
483
Perigon Wealth Management
California
$363K -$198K -775 -34%
AWM
484
Accurate Wealth Management
Florida
$357K -$34.8K -136 -9%
RMCM
485
Reynders McVeigh Capital Management
Massachusetts
$356K -$12.8K -50 -3%
RW
486
REDW Wealth
New Mexico
$356K – – –
WWC
487
Waypoint Wealth Counsel
Georgia
$356K – – –
PCIA
488
Prime Capital Investment Advisors
Kansas
$355K +$511 +2 +0.1%
MWM
489
Madison Wealth Management
Ohio
$349K – – –
EIA
490
Eldridge Investment Advisors
New Hampshire
$349K – – –
AAS
491
Avantax Advisory Services
Texas
$345K -$1.02K -4 -0.3%
CWM
492
Core Wealth Management
Florida
$345K -$57.5K -225 -14%
HTC
493
Haverford Trust Company
Pennsylvania
$343K – – –
CNB
494
Camden National Bank
Maine
$341K – – –
FAIM
495
Financial Advocates Investment Management
Washington
$340K – – –
DT
496
Diversified Trust
Tennessee
$336K +$124K +487 +55%
QCG
497
Quadrant Capital Group
Ohio
$333K – – –
SPIA
498
Steward Partners Investment Advisory
New York
$329K – – –
FCBT
499
First Citizens Bank & Trust
North Carolina
$324K -$1.53K -6 -0.5%
GC
500
Gould Capital
Washington
$323K -$51.1K -200 -13%
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