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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
551
Shakespeare Wealth Management
Wisconsin
$433K -$9.74K -30 -2%
CA
552
Crewe Advisors
Utah
$432K – – –
SFS
553
Summit Financial Strategies
Ohio
$432K – – –
MFIM
554
Mesirow Financial Investment Management
Illinois
$432K -$59.4K -183 -13%
LSA
555
Lion Street Advisors
Texas
$430K – – –
AF
556
Apexium Financial
Texas
$426K – – –
SCM
557
SOL Capital Management
Maryland
$425K – – –
AI
558
Auour Investments
Massachusetts
$424K – – –
FAT
559
First American Trust
California
$423K -$11K -34 -3%
PL
560
Plancorp LLC
Missouri
$417K +$47.1K +145 +14%
DWP
561
Daymark Wealth Partners
Ohio
$415K -$1.62K -5 -0.4%
WCWM
562
Willow Creek Wealth Management
California
$405K – – –
LWM
563
Lyell Wealth Management
California
$404K – – –
PJSIMP
564
P.J. Schmidt Investment Management (PJS)
Wisconsin
$404K – – –
RSWM
565
Robertson Stephens Wealth Management
California
$403K -$5.85K -18 -2%
HCA
566
Heck Capital Advisors
Wisconsin
$403K – – –
VCP
567
Verus Capital Partners
Arizona
$400K – – –
HSA
568
HBK Sorce Advisory
Pennsylvania
$399K – – –
GVCM
569
Global View Capital Management
Wisconsin
$398K -$64.6K -199 -15%
FF
570
Fluent Financial
Texas
$396K +$1.95K +6 +0.5%
AWM
571
Accurate Wealth Management
Florida
$395K – – –
NP
572
NorthRock Partners
Minnesota
$393K +$338K +1,040 +1,300%
RWP
573
Revolve Wealth Partners
New Jersey
$389K +$650 +2 +0.2%
AA
574
Ashford Advisors
New York
$388K +$1.39M +4,294 +232%
MG
575
Mather Group
Illinois
$387K – – –
21 22
23
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