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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
501
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$186K +$181K +725 New
TIM
502
Tortoise Investment Management
New York
$180K – – –
AIM
503
Acropolis Investment Management
Missouri
$179K +$175K +700 New
TC
504
Truvestments Capital
Florida
$163K -$20.4K -82 -11%
M
505
MOTCO
Texas
$161K – – –
NOI
506
Newton One Investments
Delaware
$160K +$748 +3 +0.5%
SWM
507
Sugarloaf Wealth Management
Georgia
$157K -$138K -554 -47%
TF
508
TimeScale Financial
Massachusetts
$148K +$144K +579 New
AFG
509
Albion Financial Group
Utah
$143K +$139K +558 New
COCM
510
Charter Oak Capital Management
New Hampshire
$140K -$748 -3 -0.5%
NG
511
NWK Group
California
$138K +$997 +4 +0.7%
PSIWM
512
Paradigm Strategies in Wealth Management
Minnesota
$136K +$249 +1 +0.2%
CT
513
Caldwell Trust
Florida
$134K -$81.5K -327 -38%
SC
514
SouthState Corp
Florida
$129K – – –
CG
515
Cutler Group
California
$127K +$125K +500 New
FPW
516
Flagship Private Wealth
Massachusetts
$123K – – –
KTC
517
Kistler-Tiffany Companies
Pennsylvania
$121K – – –
FEG
518
Financial Enhancement Group
Indiana
$115K – – –
KFI
519
Key Financial Inc
Pennsylvania
$112K +$64.3K +258 +148%
HI
520
Hudock Inc
Pennsylvania
$106K +$20.4K +82 +25%
AA
521
Addison Advisors
Vermont
$105K +$102K +411 New
RP
522
Rowlandmiller & Partners
Georgia
$102K +$99.7K +400 New
TFGT
523
TS Financial Group (TSFG)
Illinois
$102K – – –
CWM
524
Cranbrook Wealth Management
Michigan
$96K – – –
TWA
525
TCI Wealth Advisors
Arizona
$96K +$36.4K +146 +63%
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