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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
476
PrairieView Partners
Minnesota
$553K – – –
HPC
477
HM Payson & Co
Maine
$550K -$119K -379 -18%
BF
478
BOK Financial
Oklahoma
$549K – – –
1WM
479
1900 Wealth Management
Texas
$548K -$124K -394 -19%
ECG
480
EPIQ Capital Group
California
$542K +$1.57K +5 +0.3%
VWA
481
VERITY Wealth Advisors
United States
$539K – – –
QPWM
482
Quadrant Private Wealth Management
Pennsylvania
$532K +$1.57K +5 +0.3%
FFM
483
Forum Financial Management
Illinois
$531K +$14.2K +45 +3%
OIA
484
OneDigital Investment Advisors
Kansas
$527K – – –
GI
485
GLOBALT Investments
Georgia
$526K -$9.44K -30 -2%
PFA
486
Pathway Financial Advisors
Vermont
$523K – – –
WB
487
WesBanco Bank
West Virginia
$517K – – –
WE
488
Wealth Effects
Massachusetts
$513K – – –
SWM
489
Spire Wealth Management
Virginia
$513K -$74.9K -238 -13%
MWA
490
Midland Wealth Advisors
Illinois
$511K +$21.1K +67 +4%
FWCM
491
Ferguson Wellman Capital Management
Oregon
$510K – – –
PRWA
492
Platte River Wealth Advisors
Colorado
$503K – – –
MFA
493
Mayflower Financial Advisors
Massachusetts
$502K – – –
QCG
494
Quadrant Capital Group
Ohio
$501K – – –
MKW
495
Mullaney, Keating & Wright
Connecticut
$499K +$315 +1 +0.1%
VF
496
Vawter Financial
Ohio
$495K – – –
MSS
497
Mitchell Sinkler & Starr
Pennsylvania
$490K – – –
CC
498
Cornerstone Capital
California
$486K +$18.9K +60 +4%
GRP
499
Global Retirement Partners
California
$486K -$206K -656 -31%
WHG
500
Westwood Holdings Group
Texas
$485K – – –
18 19
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