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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
651
Signature Estate & Investment Advisors
California
$229K +$242K +721 New
SCM
652
Sterneck Capital Management
Missouri
$227K – – –
FHA
653
Flagship Harbor Advisors
Massachusetts
$226K – – –
GSEP
654
Golden State Equity Partners
California
$226K -$49.6K -148 -17%
CWG
655
Cornerstone Wealth Group
North Carolina
$226K -$20.8K -62 -8%
MPM
656
Meritage Portfolio Management
Kansas
$225K – – –
PWP
657
Principle Wealth Partners
Connecticut
$224K – – –
CAM
658
Campion Asset Management
Virginia
$223K -$6.71K -20 -3%
LA
659
Legacy Advisors
Pennsylvania
$223K – – –
AIM
660
Acropolis Investment Management
Missouri
$222K – – –
BNMT
661
Bawa N Mallick Trust
New York
$222K – – –
GSAM
662
Grant Street Asset Management
Pennsylvania
$221K – – –
CP
663
Canopy Partners
Ohio
$217K – – –
HP
664
Holistic Planning
Texas
$217K – – –
CB
665
Cadence Bank
Mississippi
$217K – – –
TAM
666
Titleist Asset Management
Texas
$216K – – –
LWCFA
667
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$216K -$5.03K -15 -2%
FCAS
668
First Command Advisory Services
Texas
$216K -$14.4K -43 -6%
MAM
669
McLean Asset Management
Virginia
$215K +$256K +765 New
NW
670
Naviter Wealth
Arkansas
$215K – – –
SCTC
671
Sanibel Captiva Trust Company
Florida
$214K – – –
GS
672
GWN Securities
Florida
$210K -$35.5K -106 -14%
MAM
673
Marquette Asset Management
Minnesota
$210K – – –
CFS
674
CRA Financial Services
New Jersey
$210K +$3.35K +10 +2%
PJWM
675
Philip James Wealth Mangement
Georgia
$209K +$671 +2 +0.3%
25 26
27
28 29