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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
526
Dougherty Wealth Advisers
Minnesota
$56K – – –
LWP
527
Lumature Wealth Partners
Georgia
$56K +$52.9K +252 New
DSC
528
Duncker Streett & Co
Missouri
$54K – – –
MCM
529
McMillion Capital Management
North Carolina
$53K +$50K +238 New
DAM
530
Delta Asset Management
Tennessee
$51K -$14.7K -70 -24%
TWA
531
TCI Wealth Advisors
Arizona
$51K – – –
BA
532
Ballast Advisors
Minnesota
$48K – – –
EI
533
Ellevest Inc
New York
$48K – – –
TPCW
534
TD Private Client Wealth
New York
$46.9K +$44.1K +210 New
LWM
535
Liberty Wealth Management
California
$46K – – –
TA
536
Tectonic Advisors
Texas
$45K +$42K +200 New
PA
537
Parallel Advisors
California
$42K +$5.25K +25 +15%
ANBT
538
American National Bank & Trust
Texas
$40K – – –
KFI
539
Key Financial Inc
Pennsylvania
$39K +$36.5K +174 New
IAIM
540
International Assets Investment Management
Florida
$39K +$36.8K +175 New
FF
541
FourThought Financial
Florida
$39K +$37.2K +177 New
FWM
542
Filbrandt Wealth Management
Wisconsin
$37K – – –
LWANC
543
Laurel Wealth Advisors (North Carolina)
North Carolina
$37K – – –
JPLA
544
Joseph P. Lucia & Associates
New York
$35K +$32.6K +155 New
CAL
545
Capital Advisors Ltd
Ohio
$34K – – –
CFA
546
Carroll Financial Associates
North Carolina
$34K – – –
JFA
547
JNBA Financial Advisors
Minnesota
$33K -$10.1K -48 -25%
FCH
548
Freestone Capital Holdings
Washington
$27.7K – – –
AIM
549
Anchor Investment Management
South Carolina
$26.8K +$6.3K +30 +33%
BHWM
550
Bay Harbor Wealth Management
Maryland
$25K -$210 -1 -0.9%
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