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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
LTAS
701
Linden Thomas Advisory Services
North Carolina
$255K – – –
GSAM
702
Grant Street Asset Management
Pennsylvania
$255K -$2.69K -7 -1%
FP
703
Fiduciary Planning
Florida
$252K -$87.9K -229 -26%
RWM
704
Rezny Wealth Management
Florida
$251K – – –
RT
705
Rockland Trust
Massachusetts
$251K – – –
NW
706
Naviter Wealth
Arkansas
$251K +$249K +650 New
BHIA
707
Birch Hill Investment Advisors
Massachusetts
$251K – – –
PWMG
708
Private Wealth Management Group
New Jersey
$250K – – –
SCA
709
Snowden Capital Advisors
New York
$247K +$245K +638 New
BW
710
BostonPremier Wealth
Massachusetts
$246K +$384 +1 +0.2%
SFP
711
SwitchPoint Financial Planning
Utah
$245K – – –
EFMC
712
Empire Financial Management Company
New York
$245K -$16.9K -44 -6%
PIM
713
Penobscot Investment Management
Massachusetts
$242K – – –
OAS
714
Optivise Advisory Services
Tennessee
$241K – – –
TRCT
715
Tower Research Capital (TRC)
New York
$240K +$238K +620 New
MIA
716
MainStreet Investment Advisors
Illinois
$239K +$238K +619 New
PCFFS
717
Pacific Center for Financial Services
California
$239K – – –
LWM
718
LJI Wealth Management
Indiana
$238K – – –
SW
719
SVB Wealth
Massachusetts
$238K -$31.1K -81 -12%
GI
720
GLOBALT Investments
Georgia
$237K -$144K -376 -38%
GFL
721
Granite FO LLC
New Hampshire
$237K – – –
PIFP
722
Partners in Financial Planning
Virginia
$236K – – –
VWM
723
Vigilare Wealth Management
Arizona
$235K -$8.01M -20,874 -97%
GSEP
724
Golden State Equity Partners
California
$233K +$231K +603 New
IC
725
Iconiq Capital
California
$233K – – –
27 28
29
30 31