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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
551
Ferguson Wellman Capital Management
Oregon
$513K – – –
MFIM
552
Mesirow Financial Investment Management
Illinois
$511K – – –
GWM
553
Greenhouse Wealth Management
Connecticut
$509K -$23.1K -56 -4%
PL
554
Plancorp LLC
Missouri
$506K – – –
DWP
555
Daymark Wealth Partners
Ohio
$504K – – –
MA
556
MONECO Advisors
Connecticut
$504K +$51.9K +126 +12%
FF
557
Fluent Financial
Texas
$495K +$6.59K +16 +1%
SWM
558
Shakespeare Wealth Management
Wisconsin
$494K – – –
1WM
559
1900 Wealth Management
Texas
$491K -$196K -475 -29%
WJWM
560
Williams Jones Wealth Management
New York
$490K – – –
OA
561
Oxbow Advisors
Texas
$488K -$211K -512 -31%
VCM
562
Versant Capital Management
Arizona
$486K +$412 +1 +0.1%
VCP
563
Verus Capital Partners
Arizona
$486K – – –
AWM
564
Angeles Wealth Management
California
$485K +$420K +1,020 +864%
GRP
565
Global Retirement Partners
California
$483K +$467K +1,133 New
NP
566
NorthRock Partners
Minnesota
$478K +$2.47K +6 +0.5%
WFA
567
WJ Financial Advisors
Connecticut
$477K -$2.47K -6 -0.5%
RWP
568
Revolve Wealth Partners
New Jersey
$475K +$824 +2 +0.2%
MG
569
Mather Group
Illinois
$471K – – –
JJBC
570
James J. Burns & Company
New York
$469K – – –
HI
571
Harbour Investments
Wisconsin
$468K -$29.7K -72 -6%
MPW
572
Magnolia Private Wealth
Pennsylvania
$467K – – –
LFA
573
Lauterbach Financial Advisors
Texas
$464K – – –
AUB
574
Atlantic Union Bankshares
Virginia
$462K – – –
CPRC
575
Consolidated Portfolio Review Corp
New York
$462K – – –
21 22
23
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