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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
676
MB, Levis & Associates
Pennsylvania
$6.56K – – –
NSIM
677
North Star Investment Management
Illinois
$4.83K – – –
NRC
678
New Republic Capital
North Carolina
$4.43K – – –
GKIM
679
GW&K Investment Management
Massachusetts
$4K +$1.2K +5 +56%
DI
680
Disciplined Investments
Oklahoma
$3.05K – – –
NRG
681
Nemes Rush Group
Michigan
$2.54K +$2.4K +10 New
WC
682
Wealth CMT
New Jersey
– -$21.7M -92,259 Closed
PI
683
Parkside Investments
Illinois
– -$8.39M -35,625 Closed
DBT
684
Dubuque Bank & Trust
Iowa
– -$2.92M -12,408 Closed
PWM
685
PRW Wealth Management
Massachusetts
– -$2.54M -10,675 Closed
SPP
686
Single Point Partners
Massachusetts
– -$2.46M -10,456 Closed
SA
687
SL Advisors
New Jersey
– -$2.04M -8,682 Closed
SFS
688
Sowell Financial Services
Arkansas
– -$1.44M -6,125 Closed
PFO
689
Pathstone Family Office
New Jersey
– -$1.44M -6,108 Closed
CCMG
690
Clark Capital Management Group
Pennsylvania
– -$1.24M -5,260 Closed
EWM
691
Empirical Wealth Management
Washington
– -$1.14M -4,828 Closed
IA
692
IFG Advisory
Georgia
– -$915K -3,887 Closed
BAM
693
Belpointe Asset Management
Nevada
– -$700K -2,975 Closed
SOS
694
Silver Oak Securities
Tennessee
– -$614K -2,599 Closed
HBT
695
Hills Bank & Trust
Iowa
– -$562K -2,386 Closed
HFRG
696
Houlihan Financial Resource Group
Virginia
– -$547K -2,324 Closed
SC
697
Scotia Capital
Ontario, Canada
– -$508K -2,161 Closed
JIR
698
James Investment Research
Ohio
– -$423K -1,795 Closed
FAG
699
Fortitude Advisory Group
Washington
– -$379K -1,609 Closed
KIA
700
KCM Investment Advisors
California
– -$287K -1,219 Closed
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