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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
TPF
626
Tribridge Partners Financial
Maryland
$355K – – –
NL
627
NWAM LLC
Washington
$352K – – –
KNW
628
Kesler Norman & Wride
Utah
$348K +$345K +900 New
EA
629
Eclectic Associates
California
$341K +$44.5K +116 +15%
AF
630
Advisornet Financial
Minnesota
$341K +$768 +2 +0.2%
CSF
631
Capital Squared Financial
Maryland
$341K -$9.59K -25 -3%
SCM
632
Schnieders Capital Management
California
$334K – – –
MWP
633
Meridian Wealth Partners
Pennsylvania
$334K +$81.7K +213 +33%
KFAS
634
Keating Financial Advisory Services
Kansas
$331K +$328K +856 New
SL
635
Salomon & Ludwin
Virginia
$331K +$768 +2 +0.2%
RMCM
636
Reynders McVeigh Capital Management
Massachusetts
$329K – – –
CICC
637
Capital Investment Counsel (Colorado)
Colorado
$325K +$322K +839 New
WWM
638
Western Wealth Management
Colorado
$318K +$315K +822 New
TR
639
Tepp RIA
New Jersey
$317K – – –
VC
640
Veracity Capital
Georgia
$317K +$3.45K +9 +1%
PWP
641
Principle Wealth Partners
Connecticut
$316K -$20K -52 -6%
CWMS
642
CFG Wealth Management Services
Indiana
$315K +$312K +813 New
MPM
643
Meritage Portfolio Management
Kansas
$314K -$2.69K -7 -0.9%
JDLA
644
J. Derek Lewis & Associates
California
$311K +$309K +804 New
WJA
645
Willis Johnson & Associates
Texas
$311K +$308K +803 New
FF
646
Francis Financial
$311K – – –
CIC
647
Carnegie Investment Counsel
Ohio
$310K +$307K +801 New
ABWM
648
Alpine Bank Wealth Management
Colorado
$309K – – –
AWA
649
Arkadios Wealth Advisors
Georgia
$306K +$303K +790 New
GGS
650
Galvin Gaustad & Stein
Arizona
$305K +$303K +789 New
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