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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
551
JNBA Financial Advisors
Minnesota
$35K – – –
AIM
552
Anchor Investment Management
South Carolina
$28.5K – – –
LWP
553
Lumature Wealth Partners
Georgia
$28K -$30.9K -133 -53%
GWSG
554
GPS Wealth Strategies Group
Colorado
$28K +$27.6K +119 New
GWS
555
Glassman Wealth Services
Virginia
$27K – – –
POIA
556
Pin Oak Investment Advisors
Texas
$26K – – –
HWMA
557
Heritage Wealth Management (Arizona)
Arizona
$24K +$23.9K +103 New
FDCDDQ
558
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.7K – – –
NCM
559
New Capital Management
Texas
$23K – – –
AWM
560
Activest Wealth Management
Florida
$20K +$19.5K +84 New
IF
561
Ironwood Financial
Arizona
$19K – – –
MAM
562
Marquette Asset Management
Minnesota
$19K – – –
NIC
563
Northwest Investment Counselors
Oregon
$14K +$13.7K +59 New
DWP
564
Destiny Wealth Partners
Florida
$12K – – –
FFA
565
Freedman Financial Associates
Massachusetts
$12K – – –
HFS
566
Horizon Financial Services
North Carolina
$12K +$11.8K +51 New
CAM
567
Costello Asset Management
Pennsylvania
$11K – – –
AWG
568
Altus Wealth Group
Colorado
$10K – – –
WP
569
WealthShield Partners
North Carolina
$9K +$9.06K +39 New
BHWM
570
Bay Harbor Wealth Management
Maryland
$8K -$18.3K -79 -69%
HWA
571
Heritage Wealth Advisors
Virginia
$7.35K – – –
LS
572
Leelyn Smith
Illinois
$7K – – –
TCOV
573
Trust Company of Vermont
Vermont
$7K – – –
ACA
574
Atlas Capital Advisors
Wyoming
$6.41K – – –
CFFP
575
Center for Financial Planning
Michigan
$6K – – –
21 22
23
24 25