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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
551
Liberty Wealth Management
California
$53K – – –
APWA
552
Atlas Private Wealth Advisors
New Jersey
$51K -$24.9K -100 -34%
ANBT
553
American National Bank & Trust
Texas
$46K – – –
FF
554
FourThought Financial
Florida
$45K – – –
FWM
555
Filbrandt Wealth Management
Wisconsin
$42K – – –
LWANC
556
Laurel Wealth Advisors (North Carolina)
North Carolina
$42K – – –
TH
557
TCTC Holdings
Texas
$41K – – –
JPLA
558
Joseph P. Lucia & Associates
New York
$40K – – –
PA
559
Parallel Advisors
California
$40K – – –
CFA
560
Carroll Financial Associates
North Carolina
$39K – – –
CAL
561
Capital Advisors Ltd
Ohio
$38K – – –
JFA
562
JNBA Financial Advisors
Minnesota
$37K – – –
BAM
563
Baldrige Asset Management
Pennsylvania
$35K +$33.7K +135 New
RDWM
564
Red Door Wealth Management
Tennessee
$33K +$32.7K +131 New
AIM
565
Anchor Investment Management
South Carolina
$30.7K – – –
GWSG
566
GPS Wealth Strategies Group
Colorado
$30K – – –
LWP
567
Lumature Wealth Partners
Georgia
$30K – – –
GWS
568
Glassman Wealth Services
Virginia
$29K +$249 +1 +0.9%
POIA
569
Pin Oak Investment Advisors
Texas
$28K – – –
IF
570
Ironwood Financial
Arizona
$27K +$6.48K +26 +33%
HWMA
571
Heritage Wealth Management (Arizona)
Arizona
$26K -$748 -3 -3%
BWL
572
Bogart Wealth LLC
Virginia
$26K +$25.7K +103 New
FDCDDQ
573
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.6K – – –
AWM
574
Activest Wealth Management
Florida
$21K – – –
MAM
575
Marquette Asset Management
Minnesota
$20K – – –
21 22
23
24 25