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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
451
Delta Asset Management
Tennessee
$43K – – –
IF
452
Ironwood Financial
Arizona
$39K -$60.5K -340 -57%
DWA
453
Dougherty Wealth Advisers
Minnesota
$37K – – –
DSC
454
Duncker Streett & Co
Missouri
$36K – – –
TWA
455
TCI Wealth Advisors
Arizona
$34K -$356K -2,000 -90%
EI
456
Ellevest Inc
New York
$31K – – –
LWM
457
Liberty Wealth Management
California
$31K – – –
BA
458
Ballast Advisors
Minnesota
$30K -$3.2K -18 -8%
FDCDDQ
459
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.5K – – –
JFA
460
JNBA Financial Advisors
Minnesota
$29K -$7.29K -41 -17%
RDWM
461
Red Door Wealth Management
Tennessee
$29K +$34.9K +196 New
SW
462
SVB Wealth
Massachusetts
$28K -$2.24M -12,562 -98%
ANBT
463
American National Bank & Trust
Texas
$27K +$32K +180 New
VFA
464
Valeo Financial Advisors
Indiana
$26K – – –
CFA
465
Carroll Financial Associates
North Carolina
$24K – – –
FWM
466
Filbrandt Wealth Management
Wisconsin
$24K – – –
LWANC
467
Laurel Wealth Advisors (North Carolina)
North Carolina
$24K – – –
PA
468
Parallel Advisors
California
$24K – – –
JPLA
469
Joseph P. Lucia & Associates
New York
$23K – – –
CAL
470
Capital Advisors Ltd
Ohio
$22K – – –
CIAS
471
Capital Investment Advisory Services
North Carolina
$20K – – –
EWM
472
EPG Wealth Management
Georgia
$19K – – –
BHWM
473
Bay Harbor Wealth Management
Maryland
$17K – – –
PA
474
Procyon Advisors
Connecticut
$17K – – –
PFGIA
475
Patriot Financial Group Insurance Agency
Massachusetts
$16K -$3.02K -17 -13%
17 18
19
20 21