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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
526
Patriot Financial Group Insurance Agency
Massachusetts
$59K +$55.2K +263 New
DWA
527
Dougherty Wealth Advisers
Minnesota
$56K – – –
LWP
528
Lumature Wealth Partners
Georgia
$56K +$52.9K +252 New
DSC
529
Duncker Streett & Co
Missouri
$54K – – –
MCM
530
McMillion Capital Management
North Carolina
$53K +$50K +238 New
DAM
531
Delta Asset Management
Tennessee
$51K -$14.7K -70 -24%
TWA
532
TCI Wealth Advisors
Arizona
$51K – – –
BA
533
Ballast Advisors
Minnesota
$48K – – –
EI
534
Ellevest Inc
New York
$48K – – –
TPCW
535
TD Private Client Wealth
New York
$46.9K +$44.1K +210 New
LWM
536
Liberty Wealth Management
California
$46K – – –
TA
537
Tectonic Advisors
Texas
$45K +$42K +200 New
PA
538
Parallel Advisors
California
$42K +$5.25K +25 +15%
ANBT
539
American National Bank & Trust
Texas
$40K – – –
KFI
540
Key Financial Inc
Pennsylvania
$39K +$36.5K +174 New
IAIM
541
International Assets Investment Management
Florida
$39K +$36.8K +175 New
FF
542
FourThought Financial
Florida
$39K +$37.2K +177 New
FWM
543
Filbrandt Wealth Management
Wisconsin
$37K – – –
LWANC
544
Laurel Wealth Advisors (North Carolina)
North Carolina
$37K – – –
JPLA
545
Joseph P. Lucia & Associates
New York
$35K +$32.6K +155 New
CAL
546
Capital Advisors Ltd
Ohio
$34K – – –
CFA
547
Carroll Financial Associates
North Carolina
$34K – – –
JFA
548
JNBA Financial Advisors
Minnesota
$33K -$10.1K -48 -25%
FCH
549
Freestone Capital Holdings
Washington
$27.7K – – –
AIM
550
Anchor Investment Management
South Carolina
$26.8K +$6.3K +30 +33%
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