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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
476
McLean Asset Management
Virginia
$649K – – –
EIP
477
Ellis Investment Partners
Pennsylvania
$648K +$387 +1 +0.1%
MKW
478
Mullaney, Keating & Wright
Connecticut
$645K +$34.8K +90 +5%
1IA
479
1834 Investment Advisors
Wisconsin
$642K +$6.58K +17 +1%
1SAMC
480
12th Street Asset Management Company
Tennessee
$641K -$897K -2,319 -57%
FIB
481
First Interstate Bank
Montana
$637K -$326K -842 -33%
BHBT
482
Burke & Herbert Bank & Trust
Virginia
$636K -$15.5K -40 -2%
AF
483
ASL Financial
California
$636K – – –
ATPW
484
Ashton Thomas Private Wealth
Arizona
$633K -$2.71K -7 -0.4%
TPCW
485
TD Private Client Wealth
New York
$630K +$521K +1,346 +381%
MIM
486
MTM Investment Management
South Carolina
$628K – – –
TVPW
487
Third View Private Wealth
Connecticut
$626K – – –
UFF
488
USA Financial Formulas
Michigan
$615K -$38.7K -100 -6%
OA
489
Oxbow Advisors
Texas
$614K -$68.9K -178 -10%
FG
490
Foster Group
Iowa
$614K -$21.3K -55 -3%
BCPWM
491
Bradley & Co Private Wealth Management
Florida
$613K – – –
VWA
492
VERITY Wealth Advisors
United States
$612K – – –
ACA
493
Affinity Capital Advisors
California
$608K +$387 +1 +0.1%
PG
494
Patten Group
Tennessee
$605K +$19K +49 +3%
GFWA
495
Grey Fox Wealth Advisors
Delaware
$604K +$121K +312 +24%
1WM
496
1900 Wealth Management
Texas
$603K +$1.16K +3 +0.2%
IWMA
497
Ironwood Wealth Management (Arizona)
Arizona
$601K – – –
RFP
498
Root Financial Partners
California
$599K +$437K +1,130 +233%
PFA
499
Pathway Financial Advisors
Vermont
$598K – – –
BTW
500
Boston Trust Walden
Massachusetts
$589K – – –
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