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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
476
Topsail Wealth Management
North Carolina
$747K – – –
AF
477
Allworth Financial
California
$745K -$309K -804 -29%
DT
478
Diversified Trust
Tennessee
$737K -$384 -1 -0.1%
SWM
479
Sentinel Wealth Management
Virginia
$737K – – –
CL
480
Choreo LLC
Illinois
$726K -$59.9K -156 -8%
SW
481
SlateStone Wealth
Florida
$723K – – –
WA
482
Waystone Advisors
Washington
$722K +$716K +1,866 New
PWM
483
Perigon Wealth Management
California
$721K -$11.1K -29 -2%
FFM
484
Forum Financial Management
Illinois
$718K +$56.4K +147 +9%
WS
485
Wedbush Securities
California
$712K -$106K -275 -13%
OA
486
Oxbow Advisors
Texas
$710K -$36.1K -94 -5%
ACM
487
Armbruster Capital Management
New York
$704K +$3.45K +9 +0.5%
RWM
488
RKL Wealth Management
Pennsylvania
$702K +$1.92K +5 +0.3%
CC
489
Climber Capital
Switzerland
$695K +$691K +1,800 New
CIM
490
CIM Investment Management
Pennsylvania
$690K +$428K +1,115 +167%
MAM
491
McLean Asset Management
Virginia
$689K +$11.9K +31 +2%
JIC
492
Joel Isaacson & Co
New York
$684K +$1.15K +3 +0.2%
UFF
493
USA Financial Formulas
Michigan
$680K -$45.3K -118 -6%
BHBT
494
Burke & Herbert Bank & Trust
Virginia
$679K +$33.8K +88 +5%
SWM
495
Stronghold Wealth Management
Florida
$679K +$673K +1,755 New
EIP
496
Ellis Investment Partners
Pennsylvania
$676K +$768 +2 +0.1%
ATPW
497
Ashton Thomas Private Wealth
Arizona
$663K – – –
AF
498
ASL Financial
California
$663K +$658K +1,715 New
1IA
499
1834 Investment Advisors
Wisconsin
$663K +$658K +1,714 New
FG
500
Foster Group
Iowa
$662K – – –
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