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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
626
Truvestments Capital
Florida
$49.4K -$37K -154 -44%
CT
627
Caldwell Trust
Florida
$47.1K – – –
DWA
628
Dougherty Wealth Advisers
Minnesota
$44.5K – – –
M
629
MOTCO
Texas
$44.5K – – –
LWANC
630
Laurel Wealth Advisors (North Carolina)
North Carolina
$42K – – –
HS
631
Horan Securities
United States
$42K – – –
OP
632
ORG Partners
Indiana
$39K +$36.6K +152 New
TF
633
Tompkins Financial
New York
$38.2K – – –
MFC
634
Morris Financial Concepts
South Carolina
$36.2K – – –
RFG
635
RFP Financial Group
Georgia
$35.8K -$1.2K -5 -3%
MCM
636
McMillion Capital Management
North Carolina
$34.9K +$32.9K +137 New
APW
637
Atlantic Private Wealth
North Carolina
$34.8K +$240 +1 +0.7%
JFA
638
JNBA Financial Advisors
Minnesota
$31.4K – – –
HWM
639
Horizons Wealth Management
North Carolina
$31K – – –
LWP
640
Lumature Wealth Partners
Georgia
$30.3K – – –
FCG
641
Financial Connections Group
California
$30K – – –
EWM
642
EPG Wealth Management
Georgia
$29.3K – – –
POIA
643
Pin Oak Investment Advisors
Texas
$28K – – –
CPA
644
Cardiff Park Advisors
California
$27.1K +$240 +1 +0.9%
BWL
645
Bogart Wealth LLC
Virginia
$26.2K – – –
SS
646
Sunbelt Securities
Texas
$25.4K -$53.4K -222 -69%
FDCDDQ
647
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.4K – – –
KTC
648
Kistler-Tiffany Companies
Pennsylvania
$25.4K – – –
MMG
649
Monetary Management Group
Missouri
$25.4K – – –
RCM
650
Rain Capital Management
Oregon
$25.1K +$240 +1 +1%
24 25
26
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