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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
376
Visionary Wealth Advisors
Illinois
$973K +$2.39K +8 +0.3%
LAS
377
LWM Advisory Services
Florida
$971K +$41.2K +138 +5%
OAS
378
Optivise Advisory Services
Tennessee
$969K +$936K +3,138 New
AC
379
Avestar Capital
New York
$966K – – –
WIA
380
World Investment Advisors
California
$961K +$15.5K +52 +2%
PPW
381
Parcion Private Wealth
Washington
$960K – – –
EGA
382
E&G Advisors
Texas
$927K +$896K +3,002 New
RWP
383
RWA Wealth Partners
Massachusetts
$918K +$888K +2,975 New
BAM
384
Beaumont Asset Management
Texas
$917K – – –
GCA
385
Greenwood Capital Associates
South Carolina
$910K -$12.2K -41 -1%
CCM
386
Condor Capital Management
New Jersey
$906K – – –
RSC
387
Red Spruce Capital
Pennsylvania
$897K -$990K -3,316 -53%
FNC
388
First National Corp
Massachusetts
$896K – – –
FTWA
389
Fifth Third Wealth Advisors
Ohio
$895K +$215K +721 +33%
WAL
390
W Advisors LLC
Tennessee
$890K +$1.19K +4 +0.1%
CL
391
Choreo LLC
Illinois
$886K +$33.1K +111 +4%
CWM
392
Congress Wealth Management
Massachusetts
$879K +$850K +2,848 New
SYBT
393
Stock Yards Bank & Trust
Kentucky
$874K – – –
EIP
394
Ellis Investment Partners
Pennsylvania
$873K +$597 +2 +0.1%
PP
395
Prosperity Planning
Missouri
$871K – – –
ACA
396
Affinity Capital Advisors
California
$867K -$428K -1,434 -34%
VA
397
Valmark Advisers
Ohio
$865K – – –
JWM
398
Jackson Wealth Management
Florida
$865K – – –
WDL
399
Well Done LLC
Michigan
$859K +$476K +1,594 +134%
IA
400
IFG Advisory
Georgia
$856K +$828K +2,773 New
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