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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
201
Cassady Schiller Wealth Management
Ohio
$4.25M – – –
ECG
202
Edge Capital Group
Georgia
$4.21M +$22.3K +71 +0.6%
CRWM
203
Castle Rock Wealth Management
California
$4.1M +$141K +448 +4%
TFCP
204
Twin Focus Capital Partners
Massachusetts
$4.09M – – –
MPPLM
205
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.08M -$2.91M -9,238 -42%
SFS
206
Sowell Financial Services
Arkansas
$3.96M +$540K +1,715 +16%
SQA
207
Simon Quick Advisors
New Jersey
$3.96M -$21.4K -68 -0.6%
CCB
208
Country Club Bank
Missouri
$3.95M -$77.1K -245 -2%
SCM
209
Sterling Capital Management
North Carolina
$3.87M +$3.73M +11,839 New
HF
210
HRT Financial
New York
$3.83M +$1.3M +4,118 +54%
FHB
211
First Hawaiian Bank
Hawaii
$3.74M -$423K -1,345 -11%
DFA
212
DHK Financial Advisors
New Hampshire
$3.67M +$3.53M +11,225 New
KWM
213
Kingsview Wealth Management
Oregon
$3.66M +$3.09M +9,807 +707%
CRC
214
Curi RMB Capital
Illinois
$3.6M +$167K +529 +5%
LC
215
Lindbrook Capital
California
$3.6M -$17.9K -57 -0.5%
SWP
216
Stratos Wealth Partners
Ohio
$3.57M +$55.4K +176 +2%
ZF
217
Zhang Financial
Michigan
$3.55M +$944 +3 +0%
PCIA
218
Prime Capital Investment Advisors
Kansas
$3.49M -$104K -332 -3%
SCI
219
S&CO Inc
Massachusetts
$3.48M – – –
JFG
220
JMG Financial Group
Illinois
$3.47M -$88.1K -280 -3%
AWS
221
Atria Wealth Solutions
New York
$3.39M +$885K +2,811 +37%
C
222
Certuity
Florida
$3.38M +$8.18K +26 +0.3%
SHGA
223
Sand Hill Global Advisors
California
$3.32M +$315 +1 +0%
WCM
224
Wealthcare Capital Management
Virginia
$3.26M – – –
WT
225
Washington Trust
Rhode Island
$3.23M -$60.1K -191 -2%
7 8
9
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