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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
JJBC
576
James J. Burns & Company
New York
$408K – – –
MPW
577
Magnolia Private Wealth
Pennsylvania
$406K – – –
LFA
578
Lauterbach Financial Advisors
Texas
$404K -$2.71K -7 -0.6%
AUB
579
Atlantic Union Bankshares
Virginia
$402K – – –
CPRC
580
Consolidated Portfolio Review Corp
New York
$401K – – –
PRA
581
Pine Ridge Advisers
New York
$401K – – –
AIA
582
Alternative Investment Advisors
Florida
$397K +$774 +2 +0.2%
OWA
583
Outlook Wealth Advisors
Texas
$396K – – –
FAT
584
First American Trust
California
$393K -$20.9K -54 -5%
MA
585
MONECO Advisors
Connecticut
$392K -$1.16K -3 -0.3%
JSAM
586
J. Safra Asset Management
New York
$390K +$774 +2 +0.2%
AWM
587
Accurate Wealth Management
Florida
$389K +$9.67K +25 +3%
DIA
588
Davidson Investment Advisors
Montana
$389K – – –
RSWM
589
Robertson Stephens Wealth Management
California
$386K -$41.4K -107 -9%
RWM
590
Rockwood Wealth Management
Pennsylvania
$385K – – –
WCM
591
WLTH Capital Management
Arizona
$377K – – –
HSA
592
HBK Sorce Advisory
Pennsylvania
$375K -$72.3K -187 -17%
FBB
593
Fulton Breakefield Broenniman
Maryland
$373K -$77.4K -200 -17%
WLPWM
594
Walled Lake Planning & Wealth Management
Illinois
$373K – – –
BFO
595
Biltmore Family Office
North Carolina
$373K – – –
CAWM
596
Capital Advisors Wealth Management
Washington
$371K – – –
MCM
597
Manchester Capital Management
Vermont
$371K – – –
WMA
598
Wealth Management Associates
New Jersey
$371K – – –
DWM
599
Diversify Wealth Management
Utah
$369K +$353K +912 New
LCGC
600
Legacy Capital Group California
California
$366K – – –
22 23
24
25 26