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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
HW
651
Hancock Whitney
Mississippi
$284K – – –
PWP
652
Principle Wealth Partners
Connecticut
$283K -$20.1K -52 -6%
CICC
653
Capital Investment Counsel (Colorado)
Colorado
$282K -$30.2K -78 -9%
DT
654
DV Trading
Illinois
$282K +$78.9K +204 +37%
PA
655
PFG Advisors
Arizona
$281K +$293K +757 New
AIM
656
Anchor Investment Management
South Carolina
$280K -$5.03K -13 -2%
RWB
657
RMR Wealth Builders
New Jersey
$280K – – –
LFA
658
Legacy Financial Advisors
Kentucky
$280K -$7.74K -20 -3%
CWMS
659
CFG Wealth Management Services
Indiana
$279K – – –
BWP
660
Burling Wealth Partners
Illinois
$278K – – –
PA
661
Procyon Advisors
Connecticut
$276K +$1.16K +3 +0.4%
SPFA
662
Summit Place Financial Advisors
New Jersey
$276K – – –
MAG
663
M3 Advisory Group
Massachusetts
$276K +$387 +1 +0.1%
TAM
664
Titleist Asset Management
Texas
$275K – – –
LWCFA
665
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$275K – – –
SC
666
Sapient Capital
Indiana
$272K – – –
IAG
667
Investmark Advisory Group
Connecticut
$270K – – –
VHAM
668
Van Hulzen Asset Management
California
$269K – – –
CFS
669
Cannon Financial Strategists
Georgia
$268K – – –
LTAS
670
Linden Thomas Advisory Services
North Carolina
$268K +$24.8K +64 +10%
EAM
671
Evanson Asset Management
California
$265K – – –
SSA
672
Shepherd Street Advisors
California
$262K – – –
PHWA
673
Petersen Hastings Wealth Advisors
Washington
$261K – – –
LA
674
Legacy Advisors
Pennsylvania
$261K +$387 +1 +0.1%
QFW
675
QTR Family Wealth
Florida
$260K +$3.1K +8 +1%
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