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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
701
Grove Bank & Trust
Florida
$159K – – –
PMFA
702
Plante Moran Financial Advisors
Michigan
$157K – – –
VWA
703
VSM Wealth Advisory
Maryland
$155K – – –
PFM
704
Phillips Financial Management
Indiana
$150K – – –
KFI
705
Key Financial Inc
Pennsylvania
$150K – – –
S
706
SignatureFD
Georgia
$149K +$7.04K +21 +5%
GSWM
707
Golden State Wealth Management
California
$143K -$6.37K -19 -4%
AA
708
Addison Advisors
Vermont
$141K – – –
RDFA
709
Ritter Daniher Financial Advisory
Ohio
$138K – – –
PFBT
710
Parkside Financial Bank & Trust
Missouri
$134K +$335 +1 +0.2%
FGAM
711
Financial Gravity Asset Management
Texas
$131K +$138K +413 New
PWMG
712
Prestige Wealth Management Group
New Jersey
$128K +$335 +1 +0.2%
PAI
713
Pittenger & Anderson Inc
Nebraska
$127K – – –
TFGT
714
TS Financial Group (TSFG)
Illinois
$127K – – –
RIA
715
Realta Investment Advisors
Delaware
$125K – – –
TFM
716
TFC Financial Management
Massachusetts
$119K – – –
OIA
717
Optimum Investment Advisors
Illinois
$111K -$1.68K -5 -1%
AWM
718
Abound Wealth Management
Tennessee
$109K -$15.1K -45 -12%
TPCW
719
TD Private Client Wealth
New York
$106K -$363K -1,083 -76%
SIC
720
Salem Investment Counselors
North Carolina
$105K – – –
CIA
721
Cape Investment Advisory
Georgia
$96K – – –
FRA
722
Front Row Advisors
California
$95.3K – – –
NG
723
NWK Group
California
$93.1K – – –
OL
724
one8zero8 LLC
North Carolina
$92.1K – – –
CWM
725
Cranbrook Wealth Management
Michigan
$87.4K – – –
27 28
29
30 31