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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
476
Pin Oak Investment Advisors
Texas
$16K – – –
1IA
477
1834 Investment Advisors
Wisconsin
$15K – – –
WCG
478
Weaver Consulting Group
California
$15K – – –
CAAS
479
Capital Asset Advisory Services
Michigan
$14K +$15.8K +89 New
IA
480
Independence Advisors
Pennsylvania
$13K – – –
MAM
481
Marquette Asset Management
Minnesota
$12K – – –
GSWM
482
Golden State Wealth Management
California
$12K +$14.4K +81 New
APWM
483
Atlas Private Wealth Management
New York
$10K – – –
UFF
484
USA Financial Formulas
Michigan
$9K -$674K -3,786 -98%
JFGIW
485
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K – – –
GRP
486
Global Retirement Partners
California
$6K – – –
LFG
487
LifePlan Financial Group
Ohio
$6K – – –
WP
488
WealthShield Partners
North Carolina
$6K – – –
HWA
489
Heritage Wealth Advisors
Virginia
$4.6K – – –
ACA
490
Atlas Capital Advisors
Wyoming
$4K – – –
CFFP
491
Center for Financial Planning
Michigan
$4K – – –
LS
492
Leelyn Smith
Illinois
$4K – – –
RCA
493
Ranch Capital Advisors
Florida
$2K – – –
DI
494
Disciplined Investments
Oklahoma
$2K +$2.13K +12 New
FMP
495
Financial Management Professionals
Texas
$1K – – –
WFWM
496
Wechter Feldman Wealth Management
New Jersey
– -$20.7M -109,935 Closed
OSAM
497
O'Shaughnessy Asset Management
Connecticut
– -$15.3M -81,365 Closed
SHIM
498
Stone House Investment Management
Pennsylvania
– -$14.8M -78,464 Closed
PAS
499
Park Avenue Securities
New York
– -$11.8M -62,740 Closed
FSA
500
Financial Services Advisory
Maryland
– -$4.13M -21,907 Closed
18 19
20
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