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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
526
Autus Asset Management
Arizona
$267K – – –
RW
527
REDW Wealth
New Mexico
$266K – – –
BIAS
528
Beacon Investment Advisory Services
New Jersey
$263K – – –
PIM
529
Penobscot Investment Management
Massachusetts
$262K – – –
NA
530
NewEdge Advisors
Louisiana
$261K +$254K +939 New
LHC
531
Little House Capital
Massachusetts
$258K – – –
TNB
532
Thomasville National Bank
Georgia
$255K – – –
PFWA
533
Paces Ferry Wealth Advisors
Georgia
$255K +$1.35K +5 +0.5%
WJWM
534
Williams Jones Wealth Management
New York
$253K – – –
GCM
535
G2 Capital Management
Ohio
$251K +$245K +904 New
KWS
536
Keystone Wealth Services
California
$249K +$244K +899 New
MRWM
537
ML&R Wealth Management
Texas
$246K +$240K +886 New
ACI
538
Alpha Cubed Investments
California
$244K – – –
SFG
539
Summit Financial Group
West Virginia
$243K – – –
PK
540
Pflug Koory
Nebraska
$242K – – –
FBB
541
Fulton Breakefield Broenniman
Maryland
$237K -$20.3K -75 -8%
CCA
542
Cobblestone Capital Advisors
New York
$236K – – –
CL
543
Choreo LLC
Illinois
$235K – – –
PIA
544
Perennial Investment Advisors
California
$235K +$229K +847 New
PIFP
545
Partners in Financial Planning
Virginia
$229K – – –
HI
546
Harbour Investments
Wisconsin
$226K – – –
AIA
547
Arbor Investment Advisors
North Carolina
$225K – – –
HTHT
548
Hemenway Trust Hemenway Trust
New Hampshire
$222K -$27.1K -100 -11%
CFGS
549
Concourse Financial Group Securities
Alabama
$222K – – –
TC
550
Titleist Capital
Texas
$222K +$217K +801 New
20 21
22
23 24