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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
651
M3 Advisory Group
Massachusetts
$259K +$240K +738 New
HR
652
Howe & Rusling
New York
$259K -$54.9K -169 -19%
IAG
653
Investmark Advisory Group
Connecticut
$258K – – –
AA
654
Auxano Advisors
Washington
$258K – – –
SC
655
Sapient Capital
Indiana
$258K – – –
CFS
656
Cannon Financial Strategists
Georgia
$254K – – –
SFC
657
Strategic Financial Concepts
Texas
$251K -$6.5K -20 -3%
FHA
658
Flagship Harbor Advisors
Massachusetts
$250K – – –
LWCFA
659
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$249K – – –
BRWA
660
B. Riley Wealth Advisors
Florida
$249K +$231K +710 New
MPM
661
Meritage Portfolio Management
Kansas
$249K – – –
EFMC
662
Empire Financial Management Company
New York
$249K -$5.85K -18 -2%
AIM
663
Acropolis Investment Management
Missouri
$246K – – –
BNMT
664
Bawa N Mallick Trust
New York
$246K – – –
CWM
665
Centurion Wealth Management
Virginia
$246K +$227K +700 New
FCBT
666
First Citizens Bank & Trust
North Carolina
$244K -$29.6K -91 -12%
CAM
667
Campion Asset Management
Virginia
$244K -$2.6K -8 -1%
SWGC
668
Summit Wealth Group (Colorado)
Colorado
$241K +$223K +686 New
CB
669
Cadence Bank
Mississippi
$239K – – –
CP
670
Canopy Partners
Ohio
$239K – – –
HP
671
Holistic Planning
Texas
$239K – – –
TAM
672
Titleist Asset Management
Texas
$239K – – –
NW
673
Naviter Wealth
Arkansas
$239K – – –
GSAM
674
Grant Street Asset Management
Pennsylvania
$239K -$5.2K -16 -2%
SCTC
675
Sanibel Captiva Trust Company
Florida
$237K – – –
25 26
27
28 29