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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
WHG
501
Westwood Holdings Group
Texas
$485K – – –
LFA
502
Legacy Financial Advisors
Kentucky
$481K -$18.6K -59 -4%
RW
503
RVW Wealth
California
$478K – – –
FRA
504
Frank Rimerman Advisors
California
$478K – – –
MSAM
505
Moloney Securities Asset Management
Missouri
$477K – – –
OSAM
506
O'Shaughnessy Asset Management
Connecticut
$471K +$69.9K +222 +19%
KPWS
507
Kestra Private Wealth Services
Texas
$470K -$39.3K -125 -8%
EAM
508
Evanson Asset Management
California
$459K – – –
MFIM
509
Mesirow Financial Investment Management
Illinois
$459K +$443K +1,406 New
HTC
510
Haverford Trust Company
Pennsylvania
$457K – – –
EWM
511
Empirical Wealth Management
Washington
$457K -$20.5K -65 -4%
RCAG
512
Rehmann Capital Advisory Group
Michigan
$452K +$436K +1,384 New
PAS
513
Park Avenue Securities
New York
$448K +$24.6K +78 +6%
EIA
514
Eldridge Investment Advisors
New Hampshire
$446K – – –
FAIM
515
Financial Advocates Investment Management
Washington
$443K -$4.72K -15 -1%
DT
516
Diversified Trust
Tennessee
$442K -$3.15K -10 -0.7%
CWM
517
Core Wealth Management
Florida
$437K – – –
LW
518
Linscomb Wealth
Texas
$436K -$9.44K -30 -2%
BCWM
519
Bartlett & Co Wealth Management
Ohio
$433K -$47.2K -150 -10%
MWM
520
Meridian Wealth Management
Kentucky
$432K +$416K +1,322 New
GWM
521
Greenhouse Wealth Management
Connecticut
$427K – – –
HSA
522
HBK Sorce Advisory
Pennsylvania
$426K – – –
CA
523
CoreCap Advisors
Michigan
$417K +$402K +1,277 New
ATPW
524
Ashton Thomas Private Wealth
Arizona
$416K -$4.72K -15 -1%
1CP
525
17 Capital Partners
Arizona
$415K +$36.8K +117 +10%
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