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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
526
HM Payson & Co
Maine
$563K – – –
GSC
527
Ground Swell Capital
South Carolina
$560K +$564K +1,676 New
KPWS
528
Kestra Private Wealth Services
Texas
$554K +$73.4K +218 +15%
RCAG
529
Rehmann Capital Advisory Group
Michigan
$552K +$89.9K +267 +19%
VWA
530
VERITY Wealth Advisors
United States
$552K – – –
CA
531
CoreCap Advisors
Michigan
$549K +$123K +366 +29%
FFM
532
Forum Financial Management
Illinois
$548K +$4.04K +12 +0.7%
QPWM
533
Quadrant Private Wealth Management
Pennsylvania
$546K +$1.68K +5 +0.3%
GI
534
GLOBALT Investments
Georgia
$538K – – –
PAG
535
Poinciana Advisors Group
Florida
$535K +$539K +1,601 New
PFA
536
Pathway Financial Advisors
Vermont
$535K – – –
KWM
537
Kingsview Wealth Management
Oregon
$526K -$3.24M -9,621 -86%
WE
538
Wealth Effects
Massachusetts
$524K – – –
MWA
539
Midland Wealth Advisors
Illinois
$523K – – –
MSAM
540
Moloney Securities Asset Management
Missouri
$523K +$35K +104 +7%
FWCM
541
Ferguson Wellman Capital Management
Oregon
$521K – – –
BCPWM
542
Bradley & Co Private Wealth Management
Florida
$520K +$524K +1,557 New
MFA
543
Mayflower Financial Advisors
Massachusetts
$513K – – –
MKW
544
Mullaney, Keating & Wright
Connecticut
$507K -$4.38K -13 -0.9%
VF
545
Vawter Financial
Ohio
$506K – – –
MSS
546
Mitchell Sinkler & Starr
Pennsylvania
$501K – – –
RW
547
RVW Wealth
California
$489K – – –
FRA
548
Frank Rimerman Advisors
California
$489K – – –
CC
549
Cornerstone Capital
California
$485K -$11.8K -35 -2%
QCG
550
Quadrant Capital Group
Ohio
$483K -$30K -89 -6%
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