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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
JPLA
551
Joseph P. Lucia & Associates
New York
$40K – – –
PA
552
Parallel Advisors
California
$40K – – –
CAL
553
Capital Advisors Ltd
Ohio
$38K – – –
JFA
554
JNBA Financial Advisors
Minnesota
$37K – – –
BAM
555
Baldrige Asset Management
Pennsylvania
$34K – – –
EWM
556
EPG Wealth Management
Georgia
$32K +$32.7K +125 New
MMG
557
Monetary Management Group
Missouri
$32K +$32.7K +125 New
AIM
558
Anchor Investment Management
South Carolina
$30.6K – – –
GWSG
559
GPS Wealth Strategies Group
Colorado
$30K – – –
LWP
560
Lumature Wealth Partners
Georgia
$30K – – –
GWS
561
Glassman Wealth Services
Virginia
$29K – – –
POIA
562
Pin Oak Investment Advisors
Texas
$28K – – –
IF
563
Ironwood Financial
Arizona
$27K – – –
BWL
564
Bogart Wealth LLC
Virginia
$26K – – –
FDCDDQ
565
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.6K – – –
HWMA
566
Heritage Wealth Management (Arizona)
Arizona
$25K – – –
RCM
567
Rain Capital Management
Oregon
$24K +$25.1K +96 New
BFC
568
Bedel Financial Consulting
Indiana
$22K +$22.5K +86 New
FA
569
Flagstar Advisors
New York
$21K +$21.7K +83 New
MAM
570
Marquette Asset Management
Minnesota
$20K – – –
AWM
571
Activest Wealth Management
Florida
$19K -$2.09K -8 -10%
DWP
572
Destiny Wealth Partners
Florida
$13K +$13.1K +50 New
CAM
573
Costello Asset Management
Pennsylvania
$12K – – –
FFA
574
Freedman Financial Associates
Massachusetts
$12K – – –
BHWM
575
Bay Harbor Wealth Management
Maryland
$9K – – –
21 22
23
24 25