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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
MFIM
551
Mesirow Financial Investment Management
Illinois
$511K – – –
GWM
552
Greenhouse Wealth Management
Connecticut
$509K -$23.1K -56 -4%
PL
553
Plancorp LLC
Missouri
$506K – – –
DWP
554
Daymark Wealth Partners
Ohio
$504K – – –
MA
555
MONECO Advisors
Connecticut
$504K +$51.9K +126 +12%
FF
556
Fluent Financial
Texas
$495K +$6.59K +16 +1%
SWM
557
Shakespeare Wealth Management
Wisconsin
$494K – – –
1WM
558
1900 Wealth Management
Texas
$491K -$196K -475 -29%
WJWM
559
Williams Jones Wealth Management
New York
$490K – – –
OA
560
Oxbow Advisors
Texas
$488K -$211K -512 -31%
VCM
561
Versant Capital Management
Arizona
$486K +$412 +1 +0.1%
VCP
562
Verus Capital Partners
Arizona
$486K – – –
AWM
563
Angeles Wealth Management
California
$485K +$420K +1,020 +864%
GRP
564
Global Retirement Partners
California
$483K +$467K +1,133 New
NP
565
NorthRock Partners
Minnesota
$478K +$2.47K +6 +0.5%
WFA
566
WJ Financial Advisors
Connecticut
$477K -$2.47K -6 -0.5%
RWP
567
Revolve Wealth Partners
New Jersey
$475K +$824 +2 +0.2%
MG
568
Mather Group
Illinois
$471K – – –
JJBC
569
James J. Burns & Company
New York
$469K – – –
HI
570
Harbour Investments
Wisconsin
$468K -$29.7K -72 -6%
MPW
571
Magnolia Private Wealth
Pennsylvania
$467K – – –
LFA
572
Lauterbach Financial Advisors
Texas
$464K – – –
AUB
573
Atlantic Union Bankshares
Virginia
$462K – – –
CPRC
574
Consolidated Portfolio Review Corp
New York
$462K – – –
PRA
575
Pine Ridge Advisers
New York
$462K – – –
21 22
23
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