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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
526
Empirical Wealth Management
Washington
$512K – – –
AAM
527
Ackerman Asset Management
Maryland
$512K – – –
MWM
528
Meridian Wealth Management
Kentucky
$501K – – –
GFWA
529
Grey Fox Wealth Advisors
Delaware
$499K – – –
PJSIMP
530
P.J. Schmidt Investment Management (PJS)
Wisconsin
$499K +$60.9K +167 +15%
FGAM
531
Financial Gravity Asset Management
Texas
$498K +$479K +1,315 New
DA
532
Detalus Advisors
Missouri
$498K – – –
GWM
533
Greenhouse Wealth Management
Connecticut
$497K – – –
CWA
534
CM Wealth Advisors
Ohio
$482K – – –
CAMG
535
CWA Asset Management Group
Florida
$471K – – –
SWM
536
Shakespeare Wealth Management
Wisconsin
$467K +$365 +1 +0.1%
SFS
537
Summit Financial Strategies
Ohio
$467K – – –
CA
538
Crewe Advisors
Utah
$461K -$5.47K -15 -1%
AF
539
Apexium Financial
Texas
$460K – – –
SCM
540
SOL Capital Management
Maryland
$459K – – –
AI
541
Auour Investments
Massachusetts
$458K – – –
LW
542
Linscomb Wealth
Texas
$450K -$52.5K -144 -11%
PL
543
Plancorp LLC
Missouri
$450K – – –
DWP
544
Daymark Wealth Partners
Ohio
$448K – – –
LWM
545
Lyell Wealth Management
California
$436K – – –
WJWM
546
Williams Jones Wealth Management
New York
$436K +$182K +500 +77%
RSWM
547
Robertson Stephens Wealth Management
California
$435K -$365 -1 -0.1%
HCA
548
Heck Capital Advisors
Wisconsin
$435K – – –
FF
549
Fluent Financial
Texas
$434K +$6.93K +19 +2%
WCWM
550
Willow Creek Wealth Management
California
$434K -$3.65K -10 -0.9%
20 21
22
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