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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
FAT
526
First American Trust
California
$414K +$399K +1,267 New
SWM
527
Shakespeare Wealth Management
Wisconsin
$412K -$48.2K -153 -11%
CA
528
Crewe Advisors
Utah
$403K -$244K -775 -39%
SFS
529
Summit Financial Strategies
Ohio
$403K -$2.83K -9 -0.7%
AI
530
Auour Investments
Massachusetts
$400K – – –
LSA
531
Lion Street Advisors
Texas
$400K -$126K -400 -25%
AWM
532
Accurate Wealth Management
Florida
$398K -$48.2K -153 -11%
CWM
533
Connecticut Wealth Management
Connecticut
$397K – – –
CAMG
534
CWA Asset Management Group
Florida
$395K +$381K +1,210 New
SCM
535
SOL Capital Management
Maryland
$395K – – –
MG
536
Mather Group
Illinois
$393K -$63.3K -201 -14%
SCM
537
Sterneck Capital Management
Missouri
$392K – – –
JFGIW
538
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$389K +$21.4K +68 +6%
GC
539
Gould Capital
Washington
$389K +$27.4K +87 +8%
DWP
540
Daymark Wealth Partners
Ohio
$388K – – –
AF
541
Apexium Financial
Texas
$387K – – –
FCBT
542
First Citizens Bank & Trust
North Carolina
$382K -$9.44K -30 -3%
LWM
543
Lyell Wealth Management
California
$376K – – –
PJSIMP
544
P.J. Schmidt Investment Management (PJS)
Wisconsin
$376K – – –
RSWM
545
Robertson Stephens Wealth Management
California
$369K -$44.1K -140 -11%
RMCM
546
Reynders McVeigh Capital Management
Massachusetts
$366K – – –
WCWM
547
Willow Creek Wealth Management
California
$362K -$17.3K -55 -5%
RWP
548
Revolve Wealth Partners
New Jersey
$361K – – –
FF
549
Fluent Financial
Texas
$360K +$1.89K +6 +0.5%
GWA
550
GGM Wealth Advisors
Maryland
$359K – – –
20 21
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