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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
TVWM
601
Tower View Wealth Management
Wisconsin
$66K +$231 +1 +0.4%
CWP
602
Concord Wealth Partners
Virginia
$61.1K +$231 +1 +0.4%
FFA
603
Founders Financial Alliance
North Carolina
$60.1K +$231 +1 +0.4%
MPWT
604
MassMutual Private Wealth & Trust
Connecticut
$59.3K +$58.2K +252 New
LTI
605
Laffer Tengler Investments
Tennessee
$59.1K – – –
DSC
606
Duncker Streett & Co
Missouri
$56.5K – – –
BSB
607
Bangor Savings Bank
Maine
$53K – – –
EI
608
Ellevest Inc
New York
$51.8K +$231 +1 +0.5%
HCP
609
Hexagon Capital Partners
Arkansas
$50.4K – – –
BA
610
Ballast Advisors
Minnesota
$49K – – –
DAM
611
Delta Asset Management
Tennessee
$48.3K – – –
GWM
612
Geneos Wealth Management
Colorado
$47.1K -$26.9M -116,528 -100%
SVCP
613
Silicon Valley Capital Partners
California
$46.2K +$231 +1 +0.5%
PA
614
Parallel Advisors
California
$43.8K – – –
CT
615
Caldwell Trust
Florida
$43.6K – – –
DWA
616
Dougherty Wealth Advisers
Minnesota
$41.2K -$17.3K -75 -30%
M
617
MOTCO
Texas
$41.2K -$7.39K -32 -15%
HS
618
Horan Securities
United States
$38.8K – – –
LWANC
619
Laurel Wealth Advisors (North Carolina)
North Carolina
$38.8K – – –
TF
620
Tompkins Financial
New York
$35.3K – – –
RFG
621
RFP Financial Group
Georgia
$34.3K – – –
FCA
622
Fortis Capital Advisors
Kansas
$34.1K – – –
BAM
623
Baldrige Asset Management
Pennsylvania
$34K – – –
MFC
624
Morris Financial Concepts
South Carolina
$33.4K – – –
APW
625
Atlantic Private Wealth
North Carolina
$32.1K +$31.4K +136 New
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25
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