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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
EPP
376
ETF Portfolio Partners
Kansas
$1.23M -$458K -1,362 -27%
PFA
377
Pure Financial Advisors
California
$1.22M +$15.5K +46 +1%
HCM
378
Hollencrest Capital Management
California
$1.2M – – –
EW
379
Evoke Wealth
California
$1.2M -$37.7K -112 -3%
NPAN
380
Northeast Planning Associates NH
New Hampshire
$1.2M +$1.21M +3,584 New
RPGK
381
Retirement Planning Group (Kansas)
Kansas
$1.2M – – –
BF
382
Baring Financial
Washington
$1.2M +$1.2M +3,576 New
FCM
383
Firestone Capital Management
Florida
$1.19M +$1.35K +4 +0.1%
ITIM
384
Indiana Trust & Investment Management
Indiana
$1.19M – – –
SFO
385
Stokes Family Office
Louisiana
$1.17M – – –
AF
386
Atala Financial
California
$1.16M +$1.17M +3,469 New
WAP
387
Wealthcare Advisory Partners
Pennsylvania
$1.16M – – –
FIB
388
First Interstate Bank
Montana
$1.15M – – –
CAL
389
Capital Analysts LLC
Pennsylvania
$1.15M – – –
BEI
390
Benjamin Edwards Inc
Missouri
$1.14M -$20.5K -61 -2%
MA
391
Mutual Advisors
Nebraska
$1.13M -$97.6K -290 -8%
BWP
392
Bernardo Wealth Planning
Pennsylvania
$1.13M – – –
FSA
393
Fort Sheridan Advisors
Illinois
$1.12M – – –
CWM
394
Cahaba Wealth Management
Georgia
$1.12M -$11.1K -33 -1%
AP
395
Agilis Partners
Massachusetts
$1.11M -$75.4K -224 -6%
CIA
396
Concurrent Investment Advisors
Florida
$1.1M +$129K +382 +13%
SCG
397
Sonata Capital Group
Washington
$1.1M -$6.73K -20 -0.6%
ZB
398
Zions Bancorporation
Utah
$1.09M – – –
XF
399
XML Financial
Maryland
$1.08M -$15.8K -47 -1%
LJHT
400
Laurie J. Hall Trustee
$1.08M – – –
14 15
16
17 18