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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
676
Foguth Wealth Management
Michigan
$250K +$242K +719 New
CG
677
Corundum Group
Colorado
$249K +$251K +745 New
LWCFA
678
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$249K – – –
BWA
679
Bordeaux Wealth Advisors
California
$246K – – –
SFC
680
Strategic Financial Concepts
Texas
$246K +$7.41K +22 +3%
IAG
681
Investmark Advisory Group
Connecticut
$246K – – –
SC
682
Sapient Capital
Indiana
$245K – – –
EFMC
683
Empire Financial Management Company
New York
$245K -$43.4K -129 -15%
AA
684
Auxano Advisors
Washington
$244K -$4.38K -13 -2%
FCAS
685
First Command Advisory Services
Texas
$242K -$15.1K -45 -6%
CFS
686
Cannon Financial Strategists
Georgia
$242K – – –
CAM
687
Campion Asset Management
Virginia
$241K -$10.8K -32 -4%
DFP
688
Defined Financial Planning
California
$241K +$243K +721 New
AF
689
Advisornet Financial
Minnesota
$239K -$2.36K -7 -1%
SCM
690
Sterneck Capital Management
Missouri
$239K -$163K -485 -40%
MAP
691
Managed Asset Portfolios
Michigan
$239K +$240K +714 New
FHA
692
Flagship Harbor Advisors
Massachusetts
$238K – – –
MPM
693
Meritage Portfolio Management
Kansas
$237K – – –
PWP
694
Principle Wealth Partners
Connecticut
$235K – – –
LA
695
Legacy Advisors
Pennsylvania
$234K +$337 +1 +0.1%
AIM
696
Acropolis Investment Management
Missouri
$234K – – –
BNMT
697
Bawa N Mallick Trust
New York
$234K +$236K +700 New
GSAM
698
Grant Street Asset Management
Pennsylvania
$233K -$1.35K -4 -0.6%
CP
699
Canopy Partners
Ohio
$228K – – –
HP
700
Holistic Planning
Texas
$228K – – –
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