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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
FG
501
Foster Group
Iowa
$662K – – –
MIM
502
MTM Investment Management
South Carolina
$656K – – –
TVPW
503
Third View Private Wealth
Connecticut
$654K +$649K +1,690 New
RCAG
504
Rehmann Capital Advisory Group
Michigan
$645K +$32.6K +85 +5%
TP
505
TritonPoint Partners
Maryland
$644K +$639K +1,666 New
FA
506
Fiduciary Alliance
South Carolina
$642K -$15K -39 -2%
BCPWM
507
Bradley & Co Private Wealth Management
Florida
$639K +$36.8K +96 +6%
VWA
508
VERITY Wealth Advisors
United States
$639K – – –
MKW
509
Mullaney, Keating & Wright
Connecticut
$638K +$50.7K +132 +9%
ACA
510
Anchor Capital Advisors
Massachusetts
$634K +$629K +1,640 New
ACA
511
Affinity Capital Advisors
California
$634K -$95.2K -248 -13%
PFA
512
Pathway Financial Advisors
Vermont
$630K – – –
1WM
513
1900 Wealth Management
Texas
$628K +$1.53K +4 +0.2%
IWMA
514
Ironwood Wealth Management (Arizona)
Arizona
$627K – – –
BTW
515
Boston Trust Walden
Massachusetts
$615K – – –
PAG
516
Poinciana Advisors Group
Florida
$614K – – –
AA
517
Ashford Advisors
New York
$612K -$102K -265 -14%
PG
518
Patten Group
Tennessee
$612K +$240K +626 +65%
WE
519
Wealth Effects
Massachusetts
$607K – – –
GRP
520
Global Retirement Partners
California
$604K +$57.2K +149 +11%
HPC
521
HM Payson & Co
Maine
$600K – – –
CPC
522
Cookson Peirce & Co
Pennsylvania
$593K +$588K +1,533 New
RW
523
RVW Wealth
California
$589K – – –
MFA
524
Mayflower Financial Advisors
Massachusetts
$588K – – –
SC
525
Scotia Capital
Ontario, Canada
$586K -$63.3K -165 -10%
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