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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
551
Diversified Trust
Tennessee
$207K +$203K +879 New
HI
552
Harbour Investments
Wisconsin
$207K +$15K +65 +8%
ACI
553
Alpha Cubed Investments
California
$207K +$203K +879 New
AF
554
Advisornet Financial
Minnesota
$206K – – –
PCMF
555
Private Capital Management (Florida)
Florida
$205K +$201K +872 New
FBB
556
Fulton Breakefield Broenniman
Maryland
$201K +$197K +855 New
SWA
557
Sutton Wealth Advisors
Florida
$186K -$40.4K -175 -18%
GWSG
558
GPS Wealth Strategies Group
Colorado
$179K +$175K +759 New
TCWA
559
Ten Capital Wealth Advisors
Washington
$174K +$171K +740 New
LWCFA
560
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$171K – – –
OSAM
561
O'Shaughnessy Asset Management
Connecticut
$170K -$3.58M -15,505 -96%
AIM
562
Acropolis Investment Management
Missouri
$165K – – –
PMFA
563
Plante Moran Financial Advisors
Michigan
$163K – – –
TRCT
564
Tower Research Capital (TRC)
New York
$157K +$127K +549 +465%
PO
565
Private Ocean
California
$149K – – –
NOI
566
Newton One Investments
Delaware
$148K +$692 +3 +0.5%
PCFFS
567
Pacific Center for Financial Services
California
$148K +$145K +630 New
SWM
568
Sugarloaf Wealth Management
Georgia
$148K +$462 +2 +0.3%
SSB
569
Sandy Spring Bank
Maryland
$147K -$816K -3,535 -85%
GFL
570
Granite FO LLC
New Hampshire
$146K – – –
PK
571
Pflug Koory
Nebraska
$133K – – –
AFG
572
Albion Financial Group
Utah
$131K – – –
S
573
SignatureFD
Georgia
$131K – – –
MA
574
MCF Advisors
Kentucky
$129K – – –
PFM
575
Phillips Financial Management
Indiana
$129K – – –
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