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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
326
J.W. Cole Advisors
Florida
$1.22M -$146K -572 -11%
MCM
327
MAI Capital Management
Ohio
$1.22M -$32.6K -128 -3%
NPT
328
National Philanthropic Trust
Pennsylvania
$1.21M +$1.13M +4,436 New
CFO
329
CVA Family Office
Colorado
$1.2M – – –
AIA
330
Alera Investment Advisors
Illinois
$1.19M – – –
FCI
331
Financial Counselors Inc
Kansas
$1.17M – – –
HA
332
HC Advisors
Georgia
$1.16M -$5.35K -21 -0.5%
WDL
333
Well Done LLC
Michigan
$1.15M +$839K +3,291 +360%
UFF
334
USA Financial Formulas
Michigan
$1.15M +$662K +2,597 +164%
PGFC
335
Peapack-Gladstone Financial Corp
New Jersey
$1.14M -$13.8K -54 -1%
ADL
336
Asset Dedication LLC
California
$1.14M -$36.7K -144 -3%
IFG
337
Independent Financial Group
California
$1.13M -$12.5K -49 -1%
LBC
338
Lowe Brockenbrough & Co
Virginia
$1.11M – – –
AI
339
Atria Investments
North Carolina
$1.11M -$1M -3,937 -49%
SM
340
Sensible Money
Arizona
$1.11M -$23.7K -93 -2%
SWM
341
SilverOak Wealth Management
Minnesota
$1.1M +$1.03M +4,035 New
VCP
342
Vista Capital Partners
Oregon
$1.1M – – –
SIG
343
Stonegate Investment Group
Alabama
$1.1M – – –
EW
344
Evoke Wealth
California
$1.08M -$1.66M -6,530 -62%
PFA
345
Pure Financial Advisors
California
$1.07M -$169K -661 -14%
BFG
346
Bleakley Financial Group
New Jersey
$1.06M -$37.7K -148 -4%
SS
347
Simplicity Solutions
Minnesota
$1.06M -$37.7K -148 -4%
APG
348
Abacus Planning Group
South Carolina
$1.06M – – –
CIC
349
Carnegie Investment Counsel
Ohio
$1.06M -$15.8K -62 -2%
SPC
350
Sigma Planning Corp
Michigan
$1.06M -$345K -1,352 -26%
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