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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
176
Mission Wealth Management
California
$5.75M -$160K -493 -3%
AWP
177
Ascent Wealth Partners
New York
$5.55M – – –
SHIM
178
Stone House Investment Management
Pennsylvania
$5.53M +$5.05M +15,559 +8,146%
AWM
179
Aries Wealth Management
Maine
$5.37M – – –
PAG
180
Private Advisor Group
New Jersey
$5.35M -$411K -1,266 -8%
WHCFA
181
William Howard & Co Financial Advisors
Tennessee
$5.27M +$39.3K +121 +0.8%
FC
182
Financial Council
Maryland
$5.2M -$268K -824 -5%
CA
183
Cambridge Associates
Massachusetts
$5.12M +$173K +534 +4%
SAM
184
Silvercrest Asset Management
New York
$5.12M -$565K -1,741 -11%
CAM
185
Cozad Asset Management
Illinois
$5.11M – – –
MPPLM
186
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.07M +$439K +1,353 +10%
VFA
187
Valeo Financial Advisors
Indiana
$5.06M +$31.8K +98 +0.7%
STA
188
Summit Trail Advisors
New York
$5M +$4.63M +14,258 New
AWA
189
Aquire Wealth Advisors
Utah
$4.87M -$2.92K -9 -0.1%
NA
190
NewEdge Advisors
Louisiana
$4.71M -$100K -308 -2%
IDA
191
Intelligence Driven Advisers
California
$4.69M -$333K -1,024 -7%
SQA
192
Simon Quick Advisors
New Jersey
$4.69M -$172K -530 -4%
LFS
193
Lutz Financial Services
Nebraska
$4.65M – – –
GP
194
Greenline Partners
New York
$4.65M – – –
EWA
195
EP Wealth Advisors
California
$4.64M -$294K -905 -6%
CRC
196
Curi RMB Capital
Illinois
$4.47M +$3.5M +10,784 +552%
SFS
197
Sowell Financial Services
Arkansas
$4.44M -$438K -1,348 -10%
FPAS
198
Focus Partners Advisor Solutions
Missouri
$4.4M -$30.9K -95 -0.8%
SB
199
Simmons Bank
Arkansas
$4.36M -$277K -853 -6%
MLFP
200
MPS Loria Financial Planners
Illinois
$4.35M -$520K -1,602 -11%
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