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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
501
Poinciana Advisors Group
Florida
$677K – – –
AA
502
Ashford Advisors
New York
$675K – – –
IWMA
503
Ironwood Wealth Management (Arizona)
Arizona
$670K -$19.8K -48 -3%
WE
504
Wealth Effects
Massachusetts
$669K – – –
BAAM
505
Baker Avenue Asset Management
California
$665K +$1.24K +3 +0.2%
RCAG
506
Rehmann Capital Advisory Group
Michigan
$662K +$2.06K +5 +0.3%
HPC
507
HM Payson & Co
Maine
$661K – – –
UFF
508
USA Financial Formulas
Michigan
$655K -$50.7K -123 -7%
RW
509
RVW Wealth
California
$649K – – –
MFA
510
Mayflower Financial Advisors
Massachusetts
$649K – – –
PFS
511
Prospera Financial Services
Texas
$648K +$2.47K +6 +0.4%
KP
512
Keel Point
Alabama
$647K +$625K +1,517 New
VF
513
Vawter Financial
Ohio
$646K – – –
GVCM
514
Global View Capital Management
Wisconsin
$644K +$169K +410 +37%
MSS
515
Mitchell Sinkler & Starr
Pennsylvania
$640K – – –
EWM
516
Empirical Wealth Management
Washington
$638K – – –
MWA
517
Midland Wealth Advisors
Illinois
$634K – – –
CWM
518
Collaborative Wealth Management
Florida
$632K +$7K +17 +1%
QCM
519
QRG Capital Management
Illinois
$626K -$646K -1,568 -52%
FRA
520
Frank Rimerman Advisors
California
$624K -$624K -1,515 -51%
MAV
521
Mason & Associates (Virginia)
Virginia
$623K – – –
CAMG
522
CWA Asset Management Group
Florida
$618K – – –
RWA
523
Reicon Wealth Advisors
Georgia
$612K -$24.7K -60 -4%
CWWM
524
Curry Webb Wealth Management
Indiana
$612K – – –
FCP
525
Fidelis Capital Partners
Florida
$611K +$824 +2 +0.1%
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