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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
BCPWM
501
Bradley & Co Private Wealth Management
Florida
$590K – – –
HPC
502
HM Payson & Co
Maine
$587K – – –
MWM
503
Maridea Wealth Management
New York
$587K -$143K -393 -20%
VA
504
Valmark Advisers
Ohio
$583K -$326K -893 -37%
MSAM
505
Moloney Securities Asset Management
Missouri
$581K +$365 +1 +0.1%
RW
506
RVW Wealth
California
$577K – – –
MFA
507
Mayflower Financial Advisors
Massachusetts
$576K – – –
MKW
508
Mullaney, Keating & Wright
Connecticut
$575K +$365 +1 +0.1%
VF
509
Vawter Financial
Ohio
$574K +$552K +1,515 New
FBB
510
Fulton Breakefield Broenniman
Maryland
$571K – – –
MSS
511
Mitchell Sinkler & Starr
Pennsylvania
$568K – – –
MWA
512
Midland Wealth Advisors
Illinois
$563K – – –
PFS
513
Prospera Financial Services
Texas
$559K +$1.09K +3 +0.2%
KWM
514
Kingsview Wealth Management
Oregon
$550K -$365 -1 -0.1%
BEI
515
Benjamin Edwards Inc
Missouri
$543K – – –
MHC
516
May Hill Capital
Massachusetts
$542K +$365 +1 +0.1%
OC
517
Oppenheimer & Co
New York
$540K -$45.6K -125 -8%
FWCM
518
Ferguson Wellman Capital Management
Oregon
$538K -$51K -140 -9%
AWAG
519
ARS Wealth Advisors Group
Florida
$536K +$146K +400 +39%
MFIM
520
Mesirow Financial Investment Management
Illinois
$535K +$65.6K +180 +15%
GRP
521
Global Retirement Partners
California
$535K +$729 +2 +0.1%
HTC
522
Haverford Trust Company
Pennsylvania
$531K – – –
CNB
523
Camden National Bank
Maine
$527K – – –
BCP
524
Blue Chip Partners
Michigan
$523K +$1.46K +4 +0.3%
CWM
525
Core Wealth Management
Florida
$522K – – –
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