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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
326
Kovack Advisors
Florida
$889K +$45.6K +176 +5%
LFA
327
Legacy Financial Advisors
Kentucky
$887K +$45.8K +177 +6%
CWM
328
Circle Wealth Management
New Jersey
$880K -$47.9K -185 -5%
CCM
329
Chilton Capital Management
Texas
$875K -$5.44K -21 -0.6%
IWMA
330
Ironwood Wealth Management (Arizona)
Arizona
$873K -$143K -552 -14%
GIA
331
GHP Investment Advisors
Colorado
$862K +$259 +1 +0%
AWM
332
AE Wealth Management
Kansas
$853K +$49.7K +192 +6%
EWM
333
Evercore Wealth Management
New York
$852K – – –
MCM
334
MAI Capital Management
Ohio
$822K +$210K +811 +35%
LAS
335
LWM Advisory Services
Florida
$814K -$166K -640 -17%
BAM
336
Beaumont Asset Management
Texas
$811K -$77.1K -298 -9%
CS
337
Comerica Securities
Michigan
$809K – – –
NEWAS
338
N.E.W. Advisory Services
Wisconsin
$809K +$478K +1,845 +117%
RPGK
339
Retirement Planning Group (Kansas)
Kansas
$806K – – –
MFA
340
Mayflower Financial Advisors
Massachusetts
$803K +$394K +1,523 +99%
VWA
341
Visionary Wealth Advisors
Illinois
$802K +$791K +3,056 New
FPAS
342
Focus Partners Advisor Solutions
Missouri
$802K +$792K +3,060 New
BPWM
343
Badgley Phelps Wealth Managers
Washington
$799K -$275K -1,064 -26%
EAM
344
Evanson Asset Management
California
$798K – – –
WAP
345
Wealthcare Advisory Partners
Pennsylvania
$793K – – –
VA
346
Valmark Advisers
Ohio
$791K +$332K +1,284 +74%
LJHT
347
Laurie J. Hall Trustee
$790K – – –
DAS
348
Dynamic Advisor Solutions
Arizona
$790K +$3.88K +15 +0.5%
MCA
349
Martin Capital Advisors
Texas
$788K -$25.9K -100 -3%
FNC
350
First National Corp
Massachusetts
$761K – – –
12 13
14
15 16