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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
551
Summit Financial Strategies
Ohio
$453K -$4.25K -11 -0.9%
CA
552
Crewe Advisors
Utah
$450K -$1.55K -4 -0.3%
AI
553
Auour Investments
Massachusetts
$448K – – –
FF
554
Fluent Financial
Texas
$447K +$20.9K +54 +5%
MWM
555
Madrid Wealth Management
New Mexico
$447K +$1.93K +5 +0.4%
FWCM
556
Ferguson Wellman Capital Management
Oregon
$446K – – –
MFIM
557
Mesirow Financial Investment Management
Illinois
$444K -$46.4K -120 -9%
VA
558
VestGen Advisors
Illinois
$440K +$148K +382 +57%
DWP
559
Daymark Wealth Partners
Ohio
$439K – – –
AWM
560
AE Wealth Management
Kansas
$437K +$54.5K +141 +14%
HI
561
Harbour Investments
Wisconsin
$434K +$387 +1 +0.1%
GAA
562
Global Assets Advisory
Florida
$431K +$1.63M +4,218 New
EA
563
Eclectic Associates
California
$431K +$108K +279 +32%
SWM
564
Shakespeare Wealth Management
Wisconsin
$429K -$9.67K -25 -2%
WJWM
565
Williams Jones Wealth Management
New York
$426K – – –
HCA
566
Heck Capital Advisors
Wisconsin
$425K – – –
VCP
567
Verus Capital Partners
Arizona
$422K – – –
VCM
568
Versant Capital Management
Arizona
$422K +$774 +2 +0.2%
WFA
569
WJ Financial Advisors
Connecticut
$417K – – –
NP
570
NorthRock Partners
Minnesota
$413K +$44.1K +114 +11%
RWP
571
Revolve Wealth Partners
New Jersey
$413K -$387 -1 -0.1%
MG
572
Mather Group
Illinois
$409K – – –
GVCM
573
Global View Capital Management
Wisconsin
$408K -$342K -883 -45%
HAG
574
HighPoint Advisor Group
Illinois
$408K – – –
JJBC
575
James J. Burns & Company
New York
$408K – – –
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