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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
476
Kestra Private Wealth Services
Texas
$477K +$2.57K +9 +0.6%
WE
477
Wealth Effects
Massachusetts
$476K – – –
WB
478
WesBanco Bank
West Virginia
$475K -$2.85K -10 -0.6%
SPIA
479
Steward Partners Investment Advisory
New York
$474K +$67.3K +236 +18%
FFM
480
Forum Financial Management
Illinois
$473K +$3.42K +12 +0.8%
RFC
481
Regions Financial Corp
Alabama
$470K -$407K -1,426 -48%
FWCM
482
Ferguson Wellman Capital Management
Oregon
$468K – – –
BCPWM
483
Bradley & Co Private Wealth Management
Florida
$467K – – –
LW
484
Linscomb Wealth
Texas
$467K +$285 +1 +0.1%
SFS
485
Summit Financial Strategies
Ohio
$465K – – –
VF
486
Vawter Financial
Ohio
$465K -$10.3K -36 -2%
EWM
487
Empirical Wealth Management
Washington
$463K +$114K +400 +35%
PRWA
488
Platte River Wealth Advisors
Colorado
$462K – – –
RIA
489
Realta Investment Advisors
Delaware
$461K -$571 -2 -0.1%
QCG
490
Quadrant Capital Group
Ohio
$460K – – –
LFA
491
Legacy Financial Advisors
Kentucky
$459K -$80.4K -282 -16%
SA
492
SpiderRock Advisors
Delaware
$454K +$440K +1,543 New
MSS
493
Mitchell Sinkler & Starr
Pennsylvania
$450K – – –
MWA
494
Midland Wealth Advisors
Illinois
$450K – – –
FFA
495
Farther Finance Advisors
California
$449K – – –
EAM
496
Evanson Asset Management
California
$447K – – –
AWAG
497
ARS Wealth Advisors Group
Florida
$446K -$272K -955 -39%
WHG
498
Westwood Holdings Group
Texas
$445K -$21.1K -74 -5%
BCWM
499
Bartlett & Co Wealth Management
Ohio
$443K – – –
RW
500
RVW Wealth
California
$441K -$25.7K -90 -6%
18 19
20
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