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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
476
Ellevest Inc
New York
$40K – – –
LWM
477
Liberty Wealth Management
California
$39K – – –
FDCDDQ
478
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.6K – – –
PA
479
Parallel Advisors
California
$31K -$4.87K -27 -14%
LWANC
480
Laurel Wealth Advisors (North Carolina)
North Carolina
$31K – – –
VFA
481
Valeo Financial Advisors
Indiana
$31K – – –
CFA
482
Carroll Financial Associates
North Carolina
$31K +$13.3K +74 +81%
FWM
483
Filbrandt Wealth Management
Wisconsin
$31K +$29.7K +165 New
JPLA
484
Joseph P. Lucia & Associates
New York
$29K – – –
SIAS
485
Shine Investment Advisory Services
Colorado
$29K – – –
CAL
486
Capital Advisors Ltd
Ohio
$28K -$5.45M -30,214 -100%
CIAS
487
Capital Investment Advisory Services
North Carolina
$25K – – –
PFGIA
488
Patriot Financial Group Insurance Agency
Massachusetts
$24K – – –
EWM
489
EPG Wealth Management
Georgia
$24K +$22.5K +125 New
BHWM
490
Bay Harbor Wealth Management
Maryland
$21K – – –
POIA
491
Pin Oak Investment Advisors
Texas
$21K – – –
CCP
492
Clarkston Capital Partners
Michigan
$21K +$20K +111 New
PA
493
Procyon Advisors
Connecticut
$21K +$20.5K +114 New
MCWS
494
McKinley Carter Wealth Services
West Virginia
$20K +$18.9K +105 New
1IA
495
1834 Investment Advisors
Wisconsin
$19K – – –
OSNBOA
496
Old Second National Bank of Aurora
Illinois
$19K – – –
WCG
497
Weaver Consulting Group
California
$17K – – –
FWP
498
FAS Wealth Partners
Kansas
$17K +$15.9K +88 New
IA
499
Independence Advisors
Pennsylvania
$16K +$15.5K +86 New
MAM
500
Marquette Asset Management
Minnesota
$15K – – –
18 19
20
21 22