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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
576
Tortoise Investment Management
New York
$163K -$32K -118 -17%
TC
577
Truvestments Capital
Florida
$158K -$2.44K -9 -2%
TF
578
Tompkins Financial
New York
$158K – – –
AFG
579
Albion Financial Group
Utah
$155K – – –
SSB
580
Sandy Spring Bank
Maryland
$155K – – –
S
581
SignatureFD
Georgia
$154K – – –
COCM
582
Charter Oak Capital Management
New Hampshire
$146K -$2.71K -10 -2%
CT
583
Caldwell Trust
Florida
$146K – – –
SC
584
SouthState Corp
Florida
$140K – – –
CWP
585
Concord Wealth Partners
Virginia
$136K +$132K +489 New
FCA
586
FinTrust Capital Advisors
South Carolina
$134K +$131K +483 New
LWANC
587
Laurel Wealth Advisors (North Carolina)
North Carolina
$128K -$27.1K -100 -18%
AWM
588
Abound Wealth Management
Tennessee
$126K +$123K +454 New
CA
589
Cornerstone Advisory
Maryland
$121K +$118K +434 New
M
590
MOTCO
Texas
$120K -$53.4K -197 -31%
KFI
591
Key Financial Inc
Pennsylvania
$120K – – –
LCOV
592
London Company of Virginia
Virginia
$118K +$115K +426 New
HI
593
Hudock Inc
Pennsylvania
$116K +$271 +1 +0.2%
TFGT
594
TS Financial Group (TSFG)
Illinois
$111K – – –
RP
595
Rowlandmiller & Partners
Georgia
$111K +$108K +400 New
FEG
596
Financial Enhancement Group
Indiana
$109K – – –
HFS
597
HBC Financial Services
Washington
$105K +$7.31K +27 +8%
SCA
598
Sandy Cove Advisors
Massachusetts
$105K +$103K +380 New
CWM
599
Cranbrook Wealth Management
Michigan
$104K – – –
NG
600
NWK Group
California
$103K – – –
22 23
24
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