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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
RFC
601
Regions Financial Corp
Alabama
$408K – – –
PS
602
Portfolio Strategies
New York
$407K -$28.6M -69,366 -99%
AFG
603
Altiora Financial Group
Ohio
$406K – – –
EIA
604
Eldridge Investment Advisors
New Hampshire
$403K – – –
MWM
605
Maridea Wealth Management
New York
$401K -$227K -550 -37%
BHFP
606
Blom & Howell Financial Planning
California
$400K -$2.88K -7 -0.7%
CC
607
Cornerstone Capital
California
$398K – – –
KAS
608
KPP Advisory Services
Kentucky
$393K – – –
HSA
609
HBK Sorce Advisory
Pennsylvania
$393K – – –
TNB
610
Thomasville National Bank
Georgia
$392K +$379K +919 New
PIA
611
Perennial Investment Advisors
California
$392K -$27.6K -67 -7%
CPC
612
Cookson Peirce & Co
Pennsylvania
$391K +$53.1K +129 +16%
NL
613
NWAM LLC
Washington
$387K – – –
KNW
614
Kesler Norman & Wride
Utah
$384K – – –
VC
615
Veracity Capital
Georgia
$380K +$21K +51 +6%
AF
616
Advisornet Financial
Minnesota
$378K +$824 +2 +0.2%
AWM
617
Accurate Wealth Management
Florida
$376K -$54K -131 -13%
HAG
618
HighPoint Advisor Group
Illinois
$374K -$91.5K -222 -20%
NG
619
Navigation Group
California
$374K – – –
BFG
620
Broussard Financial Group
Louisiana
$372K – – –
SCM
621
Schnieders Capital Management
California
$368K – – –
MWP
622
Meridian Wealth Partners
Pennsylvania
$368K -$11.5K -28 -3%
LTAS
623
Linden Thomas Advisory Services
North Carolina
$367K +$56.9K +138 +19%
CSF
624
Capital Squared Financial
Maryland
$366K -$9.89K -24 -3%
VAS
625
Vestmark Advisory Solutions
Massachusetts
$365K +$4.12K +10 +1%
23 24
25
26 27