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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
476
Harbor Investment Advisory
Maryland
$692K – – –
APP
477
Avantax Planning Partners
Iowa
$686K +$650 +2 +0.1%
BIG
478
Brooklyn Investment Group
New York
$681K +$630K +1,940 New
MWM
479
Maridea Wealth Management
New York
$678K -$4.78M -14,725 -88%
TWM
480
Topsail Wealth Management
North Carolina
$678K – – –
OA
481
Oxbow Advisors
Texas
$677K -$57.2K -176 -8%
IWMA
482
Ironwood Wealth Management (Arizona)
Arizona
$676K -$364K -1,120 -37%
SWM
483
Sentinel Wealth Management
Virginia
$669K +$619K +1,906 New
WMA
484
William Mack & Associates
Michigan
$667K +$21.1K +65 +4%
WWP
485
Waypoint Wealth Partners
California
$665K – – –
JIC
486
Joel Isaacson & Co
New York
$664K +$650 +2 +0.1%
PWM
487
Perigon Wealth Management
California
$664K +$325 +1 +0.1%
MCA
488
MSH Capital Advisors
Arizona
$662K -$42.5K -131 -6%
BW
489
BostonPremier Wealth
Massachusetts
$660K +$1.62K +5 +0.3%
SW
490
SlateStone Wealth
Florida
$656K -$155K -476 -20%
CC
491
Climber Capital
Switzerland
$641K – – –
RWM
492
RKL Wealth Management
Pennsylvania
$634K +$1.3K +4 +0.2%
ACM
493
Armbruster Capital Management
New York
$632K +$44.2K +136 +8%
MAV
494
Mason & Associates (Virginia)
Virginia
$628K -$90.3K -278 -13%
EIP
495
Ellis Investment Partners
Pennsylvania
$626K +$650 +2 +0.1%
FG
496
Foster Group
Iowa
$601K – – –
FA
497
Fiduciary Alliance
South Carolina
$597K +$552K +1,700 New
MIM
498
MTM Investment Management
South Carolina
$595K -$21.1K -65 -4%
ATPW
499
Ashton Thomas Private Wealth
Arizona
$591K -$15.6K -48 -3%
TPCW
500
TD Private Client Wealth
New York
$586K +$434K +1,335 +399%
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