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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
SNB
701
Security National Bank
Nebraska
$162K +$81.1K +242 +91%
BHWM
702
Beaird Harris Wealth Management
Texas
$160K +$169K +504 New
GBT
703
Grove Bank & Trust
Florida
$159K – – –
PMFA
704
Plante Moran Financial Advisors
Michigan
$157K – – –
VWA
705
VSM Wealth Advisory
Maryland
$155K – – –
PFM
706
Phillips Financial Management
Indiana
$150K – – –
KFI
707
Key Financial Inc
Pennsylvania
$150K – – –
S
708
SignatureFD
Georgia
$149K +$7.04K +21 +5%
GSWM
709
Golden State Wealth Management
California
$143K -$6.37K -19 -4%
AA
710
Addison Advisors
Vermont
$141K – – –
RDFA
711
Ritter Daniher Financial Advisory
Ohio
$138K – – –
PFBT
712
Parkside Financial Bank & Trust
Missouri
$134K +$335 +1 +0.2%
FGAM
713
Financial Gravity Asset Management
Texas
$131K +$138K +413 New
PWMG
714
Prestige Wealth Management Group
New Jersey
$128K +$335 +1 +0.2%
PAI
715
Pittenger & Anderson Inc
Nebraska
$127K – – –
TFGT
716
TS Financial Group (TSFG)
Illinois
$127K – – –
RIA
717
Realta Investment Advisors
Delaware
$125K – – –
TFM
718
TFC Financial Management
Massachusetts
$119K – – –
OIA
719
Optimum Investment Advisors
Illinois
$111K -$1.68K -5 -1%
AWM
720
Abound Wealth Management
Tennessee
$109K -$15.1K -45 -12%
TPCW
721
TD Private Client Wealth
New York
$106K -$363K -1,083 -76%
SIC
722
Salem Investment Counselors
North Carolina
$105K – – –
CIA
723
Cape Investment Advisory
Georgia
$96K – – –
FRA
724
Front Row Advisors
California
$95.3K – – –
NG
725
NWK Group
California
$93.1K – – –
27 28
29
30 31