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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
RAG
676
RIA Advisory Group
Iowa
$280K -$4.22K -11 -1%
FHA
677
Flagship Harbor Advisors
Massachusetts
$279K +$2.69K +7 +1%
EAM
678
Evanson Asset Management
California
$277K – – –
SSA
679
Shepherd Street Advisors
California
$274K +$272K +708 New
FCBT
680
First Citizens Bank & Trust
North Carolina
$273K +$6.52K +17 +2%
PHWA
681
Petersen Hastings Wealth Advisors
Washington
$272K +$270K +704 New
LA
682
Legacy Advisors
Pennsylvania
$272K – – –
BNMT
683
Bawa N Mallick Trust
New York
$271K – – –
CWM
684
Centurion Wealth Management
Virginia
$271K – – –
CPA
685
Capital Performance Advisors
California
$270K +$48K +125 +22%
MAM
686
Marquette Asset Management
Minnesota
$269K -$15K -39 -5%
BPW
687
Bingham Private Wealth
California
$267K +$265K +691 New
SWGC
688
Summit Wealth Group (Colorado)
Colorado
$265K +$263K +686 New
WPW
689
Winthrop Partners - WNY
New York
$265K +$263K +685 New
CP
690
Canopy Partners
Ohio
$264K – – –
BF
691
Benchmark Financial
Delaware
$263K +$261K +680 New
SCTC
692
Sanibel Captiva Trust Company
Florida
$261K – – –
OIA
693
OneDigital Investment Advisors
Kansas
$260K +$14.2K +37 +6%
VA
694
VestGen Advisors
Illinois
$259K +$257K +671 New
DIA
695
Dana Investment Advisors
Wisconsin
$259K -$4.61K -12 -2%
KAM
696
Knightsbridge Asset Management
California
$258K – – –
AWA
697
Acumen Wealth Advisors
Tennessee
$257K +$255K +665 New
PJWM
698
Philip James Wealth Mangement
Georgia
$257K +$768 +2 +0.3%
QFW
699
QTR Family Wealth
Florida
$256K +$249K +650 New
BRWA
700
B. Riley Wealth Advisors
Florida
$255K -$19.2K -50 -7%
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