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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
VHAM
651
Van Hulzen Asset Management
California
$260K -$16.6K -51 -6%
MAG
652
M3 Advisory Group
Massachusetts
$259K +$240K +738 New
HR
653
Howe & Rusling
New York
$259K -$54.9K -169 -19%
IAG
654
Investmark Advisory Group
Connecticut
$258K – – –
AA
655
Auxano Advisors
Washington
$258K – – –
SC
656
Sapient Capital
Indiana
$258K – – –
CFS
657
Cannon Financial Strategists
Georgia
$254K – – –
SFC
658
Strategic Financial Concepts
Texas
$251K -$6.5K -20 -3%
FHA
659
Flagship Harbor Advisors
Massachusetts
$250K – – –
BRWA
660
B. Riley Wealth Advisors
Florida
$249K -$506K -1,559 -69%
LWCFA
661
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$249K – – –
MPM
662
Meritage Portfolio Management
Kansas
$249K – – –
EFMC
663
Empire Financial Management Company
New York
$249K -$5.85K -18 -2%
AIM
664
Acropolis Investment Management
Missouri
$246K – – –
BNMT
665
Bawa N Mallick Trust
New York
$246K – – –
CWM
666
Centurion Wealth Management
Virginia
$246K +$227K +700 New
FCBT
667
First Citizens Bank & Trust
North Carolina
$244K -$29.6K -91 -12%
CAM
668
Campion Asset Management
Virginia
$244K -$2.6K -8 -1%
SWGC
669
Summit Wealth Group (Colorado)
Colorado
$241K +$223K +686 New
CB
670
Cadence Bank
Mississippi
$239K – – –
CP
671
Canopy Partners
Ohio
$239K – – –
HP
672
Holistic Planning
Texas
$239K – – –
TAM
673
Titleist Asset Management
Texas
$239K – – –
NW
674
Naviter Wealth
Arkansas
$239K – – –
GSAM
675
Grant Street Asset Management
Pennsylvania
$239K -$5.2K -16 -2%
25 26
27
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