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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
BTW
501
Boston Trust Walden
Massachusetts
$678K – – –
PAG
502
Poinciana Advisors Group
Florida
$677K – – –
AA
503
Ashford Advisors
New York
$675K – – –
IWMA
504
Ironwood Wealth Management (Arizona)
Arizona
$670K -$19.8K -48 -3%
WE
505
Wealth Effects
Massachusetts
$669K – – –
BAAM
506
Baker Avenue Asset Management
California
$665K +$1.24K +3 +0.2%
RCAG
507
Rehmann Capital Advisory Group
Michigan
$662K +$2.06K +5 +0.3%
HPC
508
HM Payson & Co
Maine
$661K – – –
UFF
509
USA Financial Formulas
Michigan
$655K -$50.7K -123 -7%
RW
510
RVW Wealth
California
$649K – – –
MFA
511
Mayflower Financial Advisors
Massachusetts
$649K – – –
PFS
512
Prospera Financial Services
Texas
$648K +$2.47K +6 +0.4%
KP
513
Keel Point
Alabama
$647K +$625K +1,517 New
VF
514
Vawter Financial
Ohio
$646K – – –
GVCM
515
Global View Capital Management
Wisconsin
$644K +$169K +410 +37%
MSS
516
Mitchell Sinkler & Starr
Pennsylvania
$640K – – –
EWM
517
Empirical Wealth Management
Washington
$638K – – –
MWA
518
Midland Wealth Advisors
Illinois
$634K – – –
CWM
519
Collaborative Wealth Management
Florida
$632K +$7K +17 +1%
QCM
520
QRG Capital Management
Illinois
$626K -$646K -1,568 -52%
FRA
521
Frank Rimerman Advisors
California
$624K -$624K -1,515 -51%
MAV
522
Mason & Associates (Virginia)
Virginia
$623K – – –
CAMG
523
CWA Asset Management Group
Florida
$618K – – –
RWA
524
Reicon Wealth Advisors
Georgia
$612K -$24.7K -60 -4%
CWWM
525
Curry Webb Wealth Management
Indiana
$612K – – –
19 20
21
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