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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
TVAMP
326
Tennessee Valley Asset Management Partners
Tennessee
$1.61M – – –
WAP
327
Wealthcare Advisory Partners
Pennsylvania
$1.6M -$19.7K -54 -1%
WDL
328
Well Done LLC
Michigan
$1.59M +$609K +1,671 +66%
DADC
329
D.A. Davidson & Co
Montana
$1.58M +$365 +1 +0%
EWM
330
Evercore Wealth Management
New York
$1.57M -$40.1K -110 -3%
PGFC
331
Peapack-Gladstone Financial Corp
New Jersey
$1.57M -$1.82K -5 -0.1%
JFGIW
332
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.55M +$172K +471 +13%
CGA
333
Crescent Grove Advisors
Illinois
$1.5M -$20.1K -55 -1%
RBWA
334
RFG - Bristol Wealth Advisors
Massachusetts
$1.48M +$2.55K +7 +0.2%
MT
335
Midwest Trust
Kansas
$1.48M – – –
SIG
336
Stonegate Investment Group
Alabama
$1.47M -$9.85K -27 -0.7%
APG
337
Abacus Planning Group
South Carolina
$1.47M – – –
JWCA
338
J.W. Cole Advisors
Florida
$1.47M -$37.6K -103 -3%
CAL
339
Capital Analysts LLC
Pennsylvania
$1.47M +$365 +1 +0%
CNBT
340
Canandaigua National Bank & Trust
New York
$1.46M +$5.11K +14 +0.4%
SWM
341
SilverOak Wealth Management
Minnesota
$1.46M – – –
MFG
342
MidWestOne Financial Group
Iowa
$1.46M – – –
PFA
343
Pure Financial Advisors
California
$1.46M +$52.5K +144 +4%
ADL
344
Asset Dedication LLC
California
$1.45M – – –
VCP
345
Vista Capital Partners
Oregon
$1.45M – – –
SPIA
346
Steward Partners Investment Advisory
New York
$1.44M +$31K +85 +2%
WB
347
WesBanco Bank
West Virginia
$1.42M – – –
RPGK
348
Retirement Planning Group (Kansas)
Kansas
$1.42M +$62.7K +172 +5%
SM
349
Sensible Money
Arizona
$1.41M – – –
FCM
350
Firestone Capital Management
Florida
$1.41M +$1.09K +3 +0.1%
12 13
14
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