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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
676
One Charles Private Wealth Services
Massachusetts
$209K – – –
FWM
677
Foguth Wealth Management
Michigan
$208K -$21.1K -63 -9%
DWM
678
DecisionMap Wealth Management
Virginia
$207K +$218K +651 New
MWP
679
Meridian Wealth Partners
Pennsylvania
$207K -$10.1K -30 -4%
BHIA
680
Birch Hill Investment Advisors
Massachusetts
$206K – – –
RWM
681
Rezny Wealth Management
Florida
$206K – – –
RT
682
Rockland Trust
Massachusetts
$206K – – –
PWMG
683
Private Wealth Management Group
New Jersey
$205K – – –
OIA
684
OneDigital Investment Advisors
Kansas
$202K -$208K -619 -49%
SFP
685
SwitchPoint Financial Planning
Utah
$201K – – –
WB
686
WesBanco Bank
West Virginia
$201K – – –
PCFFS
687
Pacific Center for Financial Services
California
$200K – – –
SSB
688
Sandy Spring Bank
Maryland
$198K – – –
GFL
689
Granite FO LLC
New Hampshire
$194K – – –
RIL
690
Rothschild Investment LLC
Illinois
$188K – – –
SIM
691
Synergy Investment Management
Florida
$188K +$2.01K +6 +1%
WF
692
Wayfinding Financial
Washington
$185K +$196K +584 New
NOI
693
Newton One Investments
Delaware
$185K -$21.1K -63 -10%
USB
694
Union Savings Bank
Connecticut
$184K – – –
WP
695
WealthShield Partners
North Carolina
$178K +$67.7K +202 +56%
DSC
696
Duncker Streett & Co
Missouri
$178K – – –
AFG
697
Albion Financial Group
Utah
$177K – – –
MA
698
MCF Advisors
Kentucky
$175K – – –
SNB
699
Security National Bank
Nebraska
$162K +$81.1K +242 +91%
BHWM
700
Beaird Harris Wealth Management
Texas
$160K +$169K +504 New
26 27
28
29 30