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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
526
Wealth Management Associates
New Jersey
$235K – – –
APP
527
Avantax Planning Partners
Iowa
$235K +$692 +3 +0.3%
KJHP
528
K.J. Harrison & Partners
Ontario, Canada
$233K – – –
LCGC
529
Legacy Capital Group California
California
$232K +$228K +987 New
JC
530
Jacobs & Co
California
$231K – – –
DFC
531
DBK Financial Counsel
Ohio
$231K -$88.9K -385 -28%
CIM
532
CIM Investment Management
Pennsylvania
$230K – – –
WLPWM
533
Walled Lake Planning & Wealth Management
Illinois
$229K +$1.39K +6 +0.6%
CF
534
Corrigan Financial
Rhode Island
$229K +$1.39K +6 +0.6%
LRIA
535
Leonard Rickey Investment Advisors
Washington
$223K -$41.3K -179 -16%
PIM
536
Penobscot Investment Management
Massachusetts
$222K – – –
RAG
537
RIA Advisory Group
Iowa
$222K +$217K +941 New
YIH
538
Y-Intercept (HK)
Hong Kong
$222K +$217K +941 New
PFWA
539
Paces Ferry Wealth Advisors
Georgia
$218K +$692 +3 +0.3%
TNB
540
Thomasville National Bank
Georgia
$216K – – –
CAM
541
Campion Asset Management
Virginia
$216K -$9.69K -42 -4%
WJWM
542
Williams Jones Wealth Management
New York
$214K – – –
AIA
543
Avalon Investment & Advisory
Texas
$212K +$208K +900 New
KWS
544
Keystone Wealth Services
California
$212K +$208K +899 New
PFBT
545
Parkside Financial Bank & Trust
Missouri
$211K +$462 +2 +0.2%
ST
546
Sabal Trust
Florida
$211K -$647K -2,805 -76%
PIFP
547
Partners in Financial Planning
Virginia
$210K +$206K +891 New
BFEC
548
Benjamin F. Edwards & Company
Missouri
$209K -$22.2K -96 -10%
CPA
549
Court Place Advisors
Maryland
$208K +$204K +883 New
DT
550
Diversified Trust
Tennessee
$207K +$203K +879 New
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