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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
676
CRA Financial Services
New Jersey
$210K +$3.35K +10 +2%
PJWM
677
Philip James Wealth Mangement
Georgia
$209K +$671 +2 +0.3%
OCPWS
678
One Charles Private Wealth Services
Massachusetts
$209K – – –
FWM
679
Foguth Wealth Management
Michigan
$208K -$21.1K -63 -9%
DWM
680
DecisionMap Wealth Management
Virginia
$207K +$218K +651 New
MWP
681
Meridian Wealth Partners
Pennsylvania
$207K -$10.1K -30 -4%
BHIA
682
Birch Hill Investment Advisors
Massachusetts
$206K – – –
RWM
683
Rezny Wealth Management
Florida
$206K – – –
RT
684
Rockland Trust
Massachusetts
$206K – – –
PWMG
685
Private Wealth Management Group
New Jersey
$205K – – –
OIA
686
OneDigital Investment Advisors
Kansas
$202K -$208K -619 -49%
SFP
687
SwitchPoint Financial Planning
Utah
$201K – – –
WB
688
WesBanco Bank
West Virginia
$201K – – –
PCFFS
689
Pacific Center for Financial Services
California
$200K – – –
SSB
690
Sandy Spring Bank
Maryland
$198K – – –
GFL
691
Granite FO LLC
New Hampshire
$194K – – –
RIL
692
Rothschild Investment LLC
Illinois
$188K – – –
SIM
693
Synergy Investment Management
Florida
$188K +$2.01K +6 +1%
WF
694
Wayfinding Financial
Washington
$185K +$196K +584 New
NOI
695
Newton One Investments
Delaware
$185K -$21.1K -63 -10%
USB
696
Union Savings Bank
Connecticut
$184K – – –
WP
697
WealthShield Partners
North Carolina
$178K +$67.7K +202 +56%
DSC
698
Duncker Streett & Co
Missouri
$178K – – –
AFG
699
Albion Financial Group
Utah
$177K – – –
MA
700
MCF Advisors
Kentucky
$175K – – –
26 27
28
29 30