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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
476
SouthState Corp
Florida
$530K – – –
BWA
477
Burt Wealth Advisors
Maryland
$527K – – –
BF
478
BOK Financial
Oklahoma
$525K +$507K +1,700 New
MIM
479
MTM Investment Management
South Carolina
$523K – – –
PP
480
PrairieView Partners
Minnesota
$522K -$77.6K -260 -13%
ECG
481
EPIQ Capital Group
California
$510K +$1.49K +5 +0.3%
VWA
482
VERITY Wealth Advisors
United States
$510K -$34.9K -117 -7%
GI
483
GLOBALT Investments
Georgia
$506K -$28.6K -96 -6%
LSA
484
Lion Street Advisors
Texas
$502K +$82.1K +275 +20%
QPWM
485
Quadrant Private Wealth Management
Pennsylvania
$501K +$1.49K +5 +0.3%
OIA
486
OneDigital Investment Advisors
Kansas
$498K +$161K +540 +50%
PFA
487
Pathway Financial Advisors
Vermont
$494K – – –
WB
488
WesBanco Bank
West Virginia
$488K – – –
FFM
489
Forum Financial Management
Illinois
$488K +$895 +3 +0.2%
WE
490
Wealth Effects
Massachusetts
$484K -$5.37K -18 -1%
RFC
491
Regions Financial Corp
Alabama
$484K – – –
KPWS
492
Kestra Private Wealth Services
Texas
$483K -$8.06K -27 -2%
FWCM
493
Ferguson Wellman Capital Management
Oregon
$482K – – –
BCPWM
494
Bradley & Co Private Wealth Management
Florida
$481K – – –
PRWA
495
Platte River Wealth Advisors
Colorado
$475K – – –
MFA
496
Mayflower Financial Advisors
Massachusetts
$474K -$262K -877 -36%
QCG
497
Quadrant Capital Group
Ohio
$474K – – –
LFA
498
Legacy Financial Advisors
Kentucky
$473K – – –
MSS
499
Mitchell Sinkler & Starr
Pennsylvania
$472K – – –
MKW
500
Mullaney, Keating & Wright
Connecticut
$471K +$456K +1,527 New
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