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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
501
Burke & Herbert Bank & Trust
Virginia
$585K – – –
MAM
502
McLean Asset Management
Virginia
$583K +$288K +886 +116%
VWA
503
VERITY Wealth Advisors
United States
$580K – – –
FFM
504
Forum Financial Management
Illinois
$575K +$1.62K +5 +0.3%
1WM
505
1900 Wealth Management
Texas
$567K -$23.7K -73 -4%
PAG
506
Poinciana Advisors Group
Florida
$562K – – –
PFA
507
Pathway Financial Advisors
Vermont
$562K – – –
RCAG
508
Rehmann Capital Advisory Group
Michigan
$559K +$5.85K +18 +1%
BTW
509
Boston Trust Walden
Massachusetts
$558K – – –
WE
510
Wealth Effects
Massachusetts
$551K – – –
FWCM
511
Ferguson Wellman Capital Management
Oregon
$548K – – –
BCPWM
512
Bradley & Co Private Wealth Management
Florida
$547K – – –
HPC
513
HM Payson & Co
Maine
$544K -$43.2K -133 -8%
OC
514
Oppenheimer & Co
New York
$544K +$503K +1,550 New
MSAM
515
Moloney Securities Asset Management
Missouri
$538K – – –
RW
516
RVW Wealth
California
$534K +$18.8K +58 +4%
MFA
517
Mayflower Financial Advisors
Massachusetts
$534K – – –
MKW
518
Mullaney, Keating & Wright
Connecticut
$532K – – –
FBB
519
Fulton Breakefield Broenniman
Maryland
$529K -$114K -350 -19%
MSS
520
Mitchell Sinkler & Starr
Pennsylvania
$527K – – –
MWA
521
Midland Wealth Advisors
Illinois
$522K – – –
1CP
522
17 Capital Partners
Arizona
$519K +$46.1K +142 +11%
PFS
523
Prospera Financial Services
Texas
$517K +$7.79K +24 +2%
KWM
524
Kingsview Wealth Management
Oregon
$509K -$40.3K -124 -8%
PP
525
PrairieView Partners
Minnesota
$507K – – –
19 20
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