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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
701
Cadence Bank
Mississippi
$228K – – –
TAM
702
Titleist Asset Management
Texas
$228K – – –
MWP
703
Meridian Wealth Partners
Pennsylvania
$227K -$337 -1 -0.1%
NW
704
Naviter Wealth
Arkansas
$227K – – –
BIAS
705
Beacon Investment Advisory Services
New Jersey
$226K – – –
PCM
706
Parsons Capital Management
Rhode Island
$226K – – –
SCTC
707
Sanibel Captiva Trust Company
Florida
$226K – – –
DCM
708
Decatur Capital Management
Georgia
$225K +$226K +672 New
MC
709
Montag & Caldwell
Georgia
$223K +$224K +666 New
SA
710
Strategic Advocates
Utah
$221K -$41.4K -123 -16%
MAM
711
Marquette Asset Management
Minnesota
$221K – – –
PJWM
712
Philip James Wealth Mangement
Georgia
$220K +$673 +2 +0.3%
OCPWS
713
One Charles Private Wealth Services
Massachusetts
$220K – – –
CFS
714
CRA Financial Services
New Jersey
$217K -$7.41K -22 -3%
RWM
715
Rezny Wealth Management
Florida
$217K – – –
RT
716
Rockland Trust
Massachusetts
$217K – – –
BHIA
717
Birch Hill Investment Advisors
Massachusetts
$217K – – –
PWMG
718
Private Wealth Management Group
New Jersey
$216K – – –
NOI
719
Newton One Investments
Delaware
$215K +$673 +2 +0.3%
WP
720
WMS Partners
Maryland
$215K – – –
OWM
721
Opes Wealth Management
California
$214K +$215K +640 New
WB
722
WesBanco Bank
West Virginia
$212K -$319K -948 -60%
SFP
723
SwitchPoint Financial Planning
Utah
$212K +$213K +634 New
PCFFS
724
Pacific Center for Financial Services
California
$211K – – –
ATC
725
Argent Trust Co
Tennessee
$210K +$212K +629 New
27 28
29
30 31