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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
476
IFP Advisors
Florida
$321K +$119K +461 +30%
BFA
477
Beacon Financial Advisory
Ohio
$320K +$315K +1,218 New
MA
478
MONECO Advisors
Connecticut
$319K +$518 +2 +0.2%
FFM
479
Forum Financial Management
Illinois
$319K +$24.6K +95 +8%
BA
480
Bluesphere Advisors
Pennsylvania
$316K – – –
FHA
481
Flagship Harbor Advisors
Massachusetts
$315K -$23.6K -91 -7%
PG
482
Patten Group
Tennessee
$314K -$79.2K -306 -20%
OSAM
483
O'Shaughnessy Asset Management
Connecticut
$312K -$3.81M -14,712 -93%
NEGWA
484
New England Guild Wealth Advisors
Connecticut
$311K – – –
DWM
485
Dakota Wealth Management
Florida
$310K +$305K +1,180 New
CCA
486
Cobblestone Capital Advisors
New York
$306K +$81.5K +315 +37%
SWM
487
Shakespeare Wealth Management
Wisconsin
$305K +$39.1K +151 +15%
PCG
488
Private Capital Group
Connecticut
$304K -$16.8K -65 -5%
MPCL
489
My Personal CFO LLC
Washington
$303K -$12.9K -50 -4%
CAM
490
Cubic Asset Management
Massachusetts
$300K – – –
PL
491
Plancorp LLC
Missouri
$300K – – –
FCB
492
First Command Bank
Texas
$299K – – –
FCFS
493
First Command Financial Services
Texas
$299K – – –
LRIA
494
Leonard Rickey Investment Advisors
Washington
$298K -$7.77K -30 -3%
SWM
495
Spire Wealth Management
Virginia
$298K +$20.7K +80 +8%
BFEC
496
Benjamin F. Edwards & Company
Missouri
$291K -$256K -988 -47%
ZIM
497
Zacks Investment Management
Illinois
$289K -$3.54M -13,688 -93%
AIM
498
AHL Investment Management
Florida
$289K – – –
OCPWS
499
One Charles Private Wealth Services
Massachusetts
$288K – – –
APP
500
Avantax Planning Partners
Iowa
$287K – – –
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