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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
526
Cribstone Capital Management
Maine
$87K -$5.24K -20 -6%
SIC
527
Salem Investment Counselors
North Carolina
$84K – – –
WA
528
WestEnd Advisors
North Carolina
$79.3K – – –
RWM
529
Raffa Wealth Management
District of Columbia
$76.5K – – –
FRA
530
Front Row Advisors
California
$76K – – –
TA
531
Tectonic Advisors
Texas
$76K – – –
BBHC
532
Brown Brothers Harriman & Co
New York
$74K – – –
TVWM
533
Tower View Wealth Management
Wisconsin
$70K – – –
PFGIA
534
Patriot Financial Group Insurance Agency
Massachusetts
$68K +$262 +1 +0.4%
FFA
535
Founders Financial Alliance
North Carolina
$67K +$262 +1 +0.4%
DWA
536
Dougherty Wealth Advisers
Minnesota
$64K – – –
KTC
537
Kistler-Tiffany Companies
Pennsylvania
$61K -$61.8K -236 -50%
DSC
538
Duncker Streett & Co
Missouri
$61K – – –
DAM
539
Delta Asset Management
Tennessee
$57K – – –
EI
540
Ellevest Inc
New York
$55K – – –
VNIM
541
Vaughan Nelson Investment Management
Texas
$54K +$55.2K +211 New
LWM
542
Liberty Wealth Management
California
$52K – – –
APWA
543
Atlas Private Wealth Advisors
New Jersey
$50K – – –
HA
544
Herold Advisors
New York
$50K +$52.4K +200 New
CFA
545
Carroll Financial Associates
North Carolina
$48K +$8.9K +34 +22%
ANBT
546
American National Bank & Trust
Texas
$46K – – –
FF
547
FourThought Financial
Florida
$45K – – –
FWM
548
Filbrandt Wealth Management
Wisconsin
$42K – – –
MPWT
549
MassMutual Private Wealth & Trust
Connecticut
$41K +$42.2K +161 New
JPLA
550
Joseph P. Lucia & Associates
New York
$40K – – –
20 21
22
23 24