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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
476
Avantax Planning Partners
Iowa
$686K +$650 +2 +0.1%
BIG
477
Brooklyn Investment Group
New York
$681K +$630K +1,940 New
MWM
478
Maridea Wealth Management
New York
$678K -$4.78M -14,725 -88%
TWM
479
Topsail Wealth Management
North Carolina
$678K – – –
OA
480
Oxbow Advisors
Texas
$677K -$57.2K -176 -8%
IWMA
481
Ironwood Wealth Management (Arizona)
Arizona
$676K -$364K -1,120 -37%
SWM
482
Sentinel Wealth Management
Virginia
$669K +$619K +1,906 New
WMA
483
William Mack & Associates
Michigan
$667K +$21.1K +65 +4%
WWP
484
Waypoint Wealth Partners
California
$665K – – –
JIC
485
Joel Isaacson & Co
New York
$664K +$650 +2 +0.1%
PWM
486
Perigon Wealth Management
California
$664K +$325 +1 +0.1%
MCA
487
MSH Capital Advisors
Arizona
$662K -$42.5K -131 -6%
BW
488
BostonPremier Wealth
Massachusetts
$660K +$1.62K +5 +0.3%
SW
489
SlateStone Wealth
Florida
$656K -$155K -476 -20%
CC
490
Climber Capital
Switzerland
$641K – – –
RWM
491
RKL Wealth Management
Pennsylvania
$634K +$1.3K +4 +0.2%
ACM
492
Armbruster Capital Management
New York
$632K +$44.2K +136 +8%
MAV
493
Mason & Associates (Virginia)
Virginia
$628K -$90.3K -278 -13%
EIP
494
Ellis Investment Partners
Pennsylvania
$626K +$650 +2 +0.1%
FG
495
Foster Group
Iowa
$601K – – –
FA
496
Fiduciary Alliance
South Carolina
$597K +$552K +1,700 New
MIM
497
MTM Investment Management
South Carolina
$595K -$21.1K -65 -4%
ATPW
498
Ashton Thomas Private Wealth
Arizona
$591K -$15.6K -48 -3%
TPCW
499
TD Private Client Wealth
New York
$586K +$434K +1,335 +399%
BHBT
500
Burke & Herbert Bank & Trust
Virginia
$585K – – –
18 19
20
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