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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
726
Wayfinding Financial
Washington
$249K – – –
BWFA
727
Baltimore-Washington Financial Advisors
Maryland
$248K +$240K +582 New
MA
728
Mutual Advisors
Nebraska
$242K – – –
BC
729
Burney Company
Virginia
$241K – – –
VFG
730
Victory Financial Group
Texas
$241K +$824 +2 +0.4%
AFG
731
Albion Financial Group
Utah
$238K – – –
KBFS
732
Kohmann Bosshard Financial Services
Ohio
$237K – – –
AFG
733
Allegheny Financial Group
Pennsylvania
$235K +$412 +1 +0.2%
B
734
BetterWealth
California
$235K – – –
MA
735
MCF Advisors
Kentucky
$235K – – –
OAS
736
Optivise Advisory Services
Tennessee
$234K -$30.1K -73 -12%
KA
737
Kearns & Associates
California
$234K – – –
AWM
738
Apollon Wealth Management
South Carolina
$232K -$15.2K -37 -6%
CASB
739
Cape Ann Savings Bank
Massachusetts
$230K – – –
TW
740
Tempo Wealth
Ohio
$230K +$222K +539 New
GFA
741
Godfrey Financial Associates
New York
$226K -$6.18K -15 -3%
IAAG
742
Innovative Asset Advisors Group
Connecticut
$226K +$91.5K +222 +72%
PRP
743
Peak Retirement Planning
Ohio
$224K +$216K +525 New
PCM
744
Parsons Capital Management
Rhode Island
$224K +$216K +525 New
HP
745
Holistic Planning
Texas
$222K +$214K +520 New
SIM
746
Synergy Investment Management
Florida
$221K -$3.71K -9 -2%
GA
747
GSG Advisors
New Jersey
$221K +$213K +517 New
IWP
748
Innova Wealth Partners
Pennsylvania
$221K +$213K +517 New
MGWM
749
Marks Group Wealth Management
Minnesota
$220K -$11.5K -28 -5%
FCAS
750
First Command Advisory Services
Texas
$219K -$24.7K -60 -10%
28 29
30
31 32