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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
626
Hexagon Capital Partners
Arkansas
$52.4K – – –
BA
627
Ballast Advisors
Minnesota
$51.1K – – –
DAM
628
Delta Asset Management
Tennessee
$50.2K – – –
GA
629
GoalVest Advisory
New York
$49K +$51.1K +200 New
SVCP
630
Silicon Valley Capital Partners
California
$48.2K – – –
TC
631
Truvestments Capital
Florida
$47.5K – – –
MFC
632
Morris Financial Concepts
South Carolina
$44.4K +$9.96K +39 +27%
PA
633
Parallel Advisors
California
$43.1K -$18.1K -71 -29%
DWA
634
Dougherty Wealth Advisers
Minnesota
$42.9K – – –
M
635
MOTCO
Texas
$42.9K – – –
SOS
636
Silver Oak Securities
Tennessee
$41.3K +$42.9K +168 New
AIM
637
Anchor Investment Management
South Carolina
$41.2K +$31.9K +125 +291%
LWANC
638
Laurel Wealth Advisors (North Carolina)
North Carolina
$40.4K – – –
RFG
639
RFP Financial Group
Georgia
$34.5K – – –
APW
640
Atlantic Private Wealth
North Carolina
$33.5K – – –
JFA
641
JNBA Financial Advisors
Minnesota
$30.2K – – –
HWM
642
Horizons Wealth Management
North Carolina
$29.9K – – –
EWM
643
EPG Wealth Management
Georgia
$28.2K – – –
POIA
644
Pin Oak Investment Advisors
Texas
$27K – – –
CPA
645
Cardiff Park Advisors
California
$26.1K – – –
BWL
646
Bogart Wealth LLC
Virginia
$25.2K – – –
FDCDDQ
647
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.5K – – –
MMG
648
Monetary Management Group
Missouri
$24.5K – – –
SS
649
Sunbelt Securities
Texas
$24.5K – – –
RCM
650
Rain Capital Management
Oregon
$24.2K – – –
24 25
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