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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
501
West Paces Advisors
Georgia
$327K -$36.1K -150 -10%
OWA
502
Outlook Wealth Advisors
Texas
$324K – – –
MWM
503
Meridian Wealth Management
Kentucky
$323K – – –
CWM
504
Connecticut Wealth Management
Connecticut
$310K – – –
RSWM
505
Robertson Stephens Wealth Management
California
$310K -$5.05K -21 -2%
CAMG
506
CWA Asset Management Group
Florida
$308K +$291K +1,210 New
AI
507
Auour Investments
Massachusetts
$307K +$291K +1,208 New
SWM
508
Shakespeare Wealth Management
Wisconsin
$307K -$5.05K -21 -2%
FHA
509
Flagship Harbor Advisors
Massachusetts
$306K – – –
SCM
510
Sterneck Capital Management
Missouri
$306K – – –
PTC
511
Private Trust Company
Ohio
$305K – – –
AF
512
Apexium Financial
Texas
$300K -$2.4K -10 -0.8%
WCWM
513
Willow Creek Wealth Management
California
$295K -$14.9K -62 -5%
CAM
514
Cubic Asset Management
Massachusetts
$291K – – –
OIA
515
OneDigital Investment Advisors
Kansas
$291K +$17.1K +71 +7%
PL
516
Plancorp LLC
Missouri
$291K – – –
RRCM
517
Rappaport Reiches Capital Management
Illinois
$288K -$312K -1,296 -53%
RWP
518
Revolve Wealth Partners
New Jersey
$281K +$5.77K +24 +2%
FRA
519
Frank Rimerman Advisors
California
$281K – – –
GWA
520
GGM Wealth Advisors
Maryland
$280K +$265K +1,100 New
JJBC
521
James J. Burns & Company
New York
$280K – – –
OCPWS
522
One Charles Private Wealth Services
Massachusetts
$280K – – –
PG
523
Patten Group
Tennessee
$276K – – –
PRA
524
Pine Ridge Advisers
New York
$276K – – –
NEWAS
525
N.E.W. Advisory Services
Wisconsin
$274K -$63.2K -263 -20%
19 20
21
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