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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
601
Capital Advisors Ltd
Ohio
$31K – – –
EWA
602
EverSource Wealth Advisors
Alabama
$31K +$34K +148 New
BAM
603
Baldrige Asset Management
Pennsylvania
$30K – – –
JFA
604
JNBA Financial Advisors
Minnesota
$30K – – –
GRP
605
Global Retirement Partners
California
$29K -$8.28K -36 -22%
TSWM
606
Tyler-Stone Wealth Management
Ohio
$29K – – –
MFC
607
Morris Financial Concepts
South Carolina
$29K +$230 +1 +0.7%
MCM
608
McMillion Capital Management
North Carolina
$28K – – –
TRCT
609
Tower Research Capital (TRC)
New York
$26K -$2.33M -10,144 -99%
MMG
610
Monetary Management Group
Missouri
$26K – – –
HWM
611
Horizons Wealth Management
North Carolina
$25K – – –
LWP
612
Lumature Wealth Partners
Georgia
$25K – – –
FCG
613
Financial Connections Group
California
$24K – – –
BCMLT
614
Beacon Capital Management LLC (Tennessee)
Tennessee
$24K +$5.29K +23 +26%
EWM
615
EPG Wealth Management
Georgia
$24K +$26.5K +115 New
POIA
616
Pin Oak Investment Advisors
Texas
$23K – – –
BWL
617
Bogart Wealth LLC
Virginia
$21K – – –
FDCDDQ
618
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.7K – – –
RCM
619
Rain Capital Management
Oregon
$20K – – –
FCA
620
FinTrust Capital Advisors
South Carolina
$19K – – –
WTA
621
Washington Trust Advisors
Massachusetts
$19K – – –
FA
622
Flagstar Advisors
New York
$17.3K +$19.1K +83 New
HWMA
623
Heritage Wealth Management (Arizona)
Arizona
$17K – – –
FIM
624
FWL Investment Management
Texas
$17K +$18.4K +80 New
MAM
625
Marquette Asset Management
Minnesota
$16K – – –
23 24
25
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