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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
576
AHL Investment Management
Florida
$281K – – –
RIS
577
Retirement Income Solutions
Michigan
$277K – – –
FGAM
578
Financial Gravity Asset Management
Texas
$276K – – –
TNB
579
Thomasville National Bank
Georgia
$276K – – –
AWM
580
AE Wealth Management
Kansas
$275K -$468K -1,642 -64%
FHA
581
Flagship Harbor Advisors
Massachusetts
$274K -$75.6K -265 -22%
NL
582
NWAM LLC
Washington
$272K +$259K +908 New
ST
583
Sabal Trust
Florida
$268K -$571 -2 -0.2%
PIFP
584
Partners in Financial Planning
Virginia
$267K – – –
ACI
585
Alpha Cubed Investments
California
$267K – – –
AF
586
Advisornet Financial
Minnesota
$266K +$571 +2 +0.2%
OSAM
587
O'Shaughnessy Asset Management
Connecticut
$265K -$2.98M -10,446 -92%
LRIA
588
Leonard Rickey Investment Advisors
Washington
$263K +$250K +877 New
MGWM
589
Marks Group Wealth Management
Minnesota
$261K -$82.7K -290 -25%
FCAS
590
First Command Advisory Services
Texas
$260K – – –
CIM
591
CIM Investment Management
Pennsylvania
$258K – – –
FBB
592
Fulton Breakefield Broenniman
Maryland
$257K – – –
SWPG
593
Strategic Wealth Partners Group
Illinois
$255K – – –
RAG
594
RIA Advisory Group
Iowa
$254K +$242K +847 New
MSAM
595
Moloney Securities Asset Management
Missouri
$252K +$239K +839 New
WJWM
596
Williams Jones Wealth Management
New York
$251K – – –
OCPWS
597
One Charles Private Wealth Services
Massachusetts
$250K -$2.85K -10 -1%
KWS
598
Keystone Wealth Services
California
$247K -$21.4K -75 -8%
CG
599
CFO4Life Group
Texas
$247K – – –
VCM
600
Versant Capital Management
Arizona
$245K – – –
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24
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