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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWC
401
Strategic Family Wealth Counselors
New Jersey
$802K – – –
BEC
402
Blue Edge Capital
Virginia
$797K – – –
FNC
403
First National Corp
Massachusetts
$794K – – –
MAC
404
Mason & Associates (California)
California
$794K +$285 +1 +0%
AAMC
405
Asset Allocation & Management Company
Illinois
$793K – – –
CG
406
Cutler Group
California
$780K +$28.5K +100 +4%
SPIS
407
Steward Partners Investment Solutions
Oregon
$759K +$721K +2,528 New
CCM
408
Chilton Capital Management
Texas
$752K – – –
OA
409
Oxbow Advisors
Texas
$748K – – –
IAIM
410
International Assets Investment Management
Florida
$742K +$4.85K +17 +0.7%
MCA
411
Martin Capital Advisors
Texas
$741K -$20K -70 -3%
AAS
412
Avantax Advisory Services
Texas
$738K +$205K +718 +41%
QC
413
Quadrature Capital
United Kingdom
$737K +$701K +2,456 New
MFA
414
Mayflower Financial Advisors
Massachusetts
$724K +$571 +2 +0.1%
PFS
415
Prospera Financial Services
Texas
$722K -$17.4K -61 -2%
ECM
416
Evergreen Capital Management
Washington
$719K +$85.6K +300 +14%
SW
417
SlateStone Wealth
Florida
$718K – – –
SC
418
Scotia Capital
Ontario, Canada
$713K -$7.42K -26 -1%
RJT
419
Raymond James Trust
Florida
$711K – – –
GC
420
Gibson Capital
Pennsylvania
$700K – – –
WFA
421
Wade Financial Advisory
California
$699K – – –
SMA
422
Sage Mountain Advisors
Georgia
$699K – – –
CCA
423
Cobblestone Capital Advisors
New York
$697K – – –
HFRG
424
Houlihan Financial Resource Group
Virginia
$697K – – –
CFA
425
Capstone Financial Advisors
Illinois
$693K +$1.71K +6 +0.3%
15 16
17
18 19