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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
501
Midland Wealth Advisors
Illinois
$462K – – –
WHG
502
Westwood Holdings Group
Texas
$458K – – –
BCWM
503
Bartlett & Co Wealth Management
Ohio
$455K – – –
SPIA
504
Steward Partners Investment Advisory
New York
$454K -$32.2K -108 -7%
RW
505
RVW Wealth
California
$452K -$1.19K -4 -0.3%
EWM
506
Empirical Wealth Management
Washington
$452K -$23.9K -80 -5%
FRA
507
Frank Rimerman Advisors
California
$452K – – –
MSAM
508
Moloney Securities Asset Management
Missouri
$451K +$185K +621 +74%
CIA
509
Concurrent Investment Advisors
Florida
$446K +$113K +379 +36%
EL
510
Envoi LLC
Minnesota
$445K -$61.2K -205 -12%
CC
511
Cornerstone Capital
California
$440K -$148K -497 -26%
RIA
512
Realta Investment Advisors
Delaware
$439K -$33.7K -113 -7%
CWM
513
Core Wealth Management
Florida
$437K – – –
SWM
514
Shakespeare Wealth Management
Wisconsin
$437K – – –
AWM
515
Accurate Wealth Management
Florida
$434K – – –
EAM
516
Evanson Asset Management
California
$434K -$25.1K -84 -6%
HTC
517
Haverford Trust Company
Pennsylvania
$432K – – –
KWM
518
Kingsview Wealth Management
Oregon
$428K +$17.9K +60 +5%
FAIM
519
Financial Advocates Investment Management
Washington
$423K – – –
DT
520
Diversified Trust
Tennessee
$421K -$1.49K -5 -0.4%
MG
521
Mather Group
Illinois
$421K +$419K +1,403 New
LW
522
Linscomb Wealth
Texas
$421K -$57.6K -193 -12%
EIA
523
Eldridge Investment Advisors
New Hampshire
$421K – – –
GWM
524
Greenhouse Wealth Management
Connecticut
$405K – – –
HSA
525
HBK Sorce Advisory
Pennsylvania
$403K – – –
19 20
21
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