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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
501
HM Payson & Co
Maine
$587K – – –
MWM
502
Maridea Wealth Management
New York
$587K -$143K -393 -20%
VA
503
Valmark Advisers
Ohio
$583K -$326K -893 -37%
MSAM
504
Moloney Securities Asset Management
Missouri
$581K +$365 +1 +0.1%
RW
505
RVW Wealth
California
$577K – – –
MFA
506
Mayflower Financial Advisors
Massachusetts
$576K – – –
MKW
507
Mullaney, Keating & Wright
Connecticut
$575K +$365 +1 +0.1%
VF
508
Vawter Financial
Ohio
$574K +$552K +1,515 New
FBB
509
Fulton Breakefield Broenniman
Maryland
$571K – – –
MSS
510
Mitchell Sinkler & Starr
Pennsylvania
$568K – – –
MWA
511
Midland Wealth Advisors
Illinois
$563K – – –
PFS
512
Prospera Financial Services
Texas
$559K +$1.09K +3 +0.2%
KWM
513
Kingsview Wealth Management
Oregon
$550K -$365 -1 -0.1%
BEI
514
Benjamin Edwards Inc
Missouri
$543K – – –
MHC
515
May Hill Capital
Massachusetts
$542K +$365 +1 +0.1%
OC
516
Oppenheimer & Co
New York
$540K -$45.6K -125 -8%
FWCM
517
Ferguson Wellman Capital Management
Oregon
$538K -$51K -140 -9%
AWAG
518
ARS Wealth Advisors Group
Florida
$536K +$146K +400 +39%
MFIM
519
Mesirow Financial Investment Management
Illinois
$535K +$65.6K +180 +15%
GRP
520
Global Retirement Partners
California
$535K +$729 +2 +0.1%
HTC
521
Haverford Trust Company
Pennsylvania
$531K – – –
CNB
522
Camden National Bank
Maine
$527K – – –
BCP
523
Blue Chip Partners
Michigan
$523K +$1.46K +4 +0.3%
CWM
524
Core Wealth Management
Florida
$522K – – –
BWA
525
Burt Wealth Advisors
Maryland
$517K – – –
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