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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
726
Phillips Financial Management
Indiana
$166K – – –
KFI
727
Key Financial Inc
Pennsylvania
$166K – – –
S
728
SignatureFD
Georgia
$157K -$6.82K -21 -4%
AA
729
Addison Advisors
Vermont
$155K – – –
RDFA
730
Ritter Daniher Financial Advisory
Ohio
$153K – – –
PFBT
731
Parkside Financial Bank & Trust
Missouri
$148K – – –
FGC
732
Financial Gravity Companies
Texas
$145K +$134K +413 New
PWMG
733
Prestige Wealth Management Group
New Jersey
$142K +$325 +1 +0.2%
TFGT
734
TS Financial Group (TSFG)
Illinois
$140K – – –
PAI
735
Pittenger & Anderson Inc
Nebraska
$139K -$1.62K -5 -1%
RIA
736
Realta Investment Advisors
Delaware
$139K – – –
TFM
737
TFC Financial Management
Massachusetts
$132K – – –
KG
738
Kilter Group
New York
$130K +$120K +370 New
GFA
739
Gallagher Fiduciary Advisors
Illinois
$124K -$891K -2,744 -89%
OIA
740
Optimum Investment Advisors
Illinois
$123K – – –
GSWM
741
Golden State Wealth Management
California
$121K -$33.8K -104 -23%
AWM
742
Abound Wealth Management
Tennessee
$120K – – –
SIC
743
Salem Investment Counselors
North Carolina
$114K -$1.62K -5 -2%
CIA
744
Cape Investment Advisory
Georgia
$106K +$325 +1 +0.3%
FRA
745
Front Row Advisors
California
$105K – – –
NG
746
NWK Group
California
$103K – – –
OL
747
one8zero8 LLC
North Carolina
$102K – – –
SWP
748
Strategic Wealth Partners
Ohio
$101K +$93.9K +289 New
RP
749
Rowlandmiller & Partners
Georgia
$100K +$92.6K +285 New
HNB
750
Huntington National Bank
Ohio
$99K – – –
28 29
30
31 32