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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
726
Key Financial Inc
Pennsylvania
$166K – – –
S
727
SignatureFD
Georgia
$157K -$6.82K -21 -4%
AA
728
Addison Advisors
Vermont
$155K – – –
RDFA
729
Ritter Daniher Financial Advisory
Ohio
$153K – – –
PFBT
730
Parkside Financial Bank & Trust
Missouri
$148K – – –
FGC
731
Financial Gravity Companies
Texas
$145K +$134K +413 New
PWMG
732
Prestige Wealth Management Group
New Jersey
$142K +$325 +1 +0.2%
TFGT
733
TS Financial Group (TSFG)
Illinois
$140K – – –
PAI
734
Pittenger & Anderson Inc
Nebraska
$139K -$1.62K -5 -1%
RIA
735
Realta Investment Advisors
Delaware
$139K – – –
TFM
736
TFC Financial Management
Massachusetts
$132K – – –
KG
737
Kilter Group
New York
$130K +$120K +370 New
GFA
738
Gallagher Fiduciary Advisors
Illinois
$124K +$320M +985,106 +31,808%
OIA
739
Optimum Investment Advisors
Illinois
$123K – – –
GSWM
740
Golden State Wealth Management
California
$121K -$33.8K -104 -23%
AWM
741
Abound Wealth Management
Tennessee
$120K – – –
SIC
742
Salem Investment Counselors
North Carolina
$114K -$1.62K -5 -2%
CIA
743
Cape Investment Advisory
Georgia
$106K +$325 +1 +0.3%
FRA
744
Front Row Advisors
California
$105K – – –
NG
745
NWK Group
California
$103K – – –
OL
746
one8zero8 LLC
North Carolina
$102K – – –
SWP
747
Strategic Wealth Partners
Ohio
$101K +$93.9K +289 New
RP
748
Rowlandmiller & Partners
Georgia
$100K +$92.6K +285 New
HNB
749
Huntington National Bank
Ohio
$99K – – –
CWM
750
Cranbrook Wealth Management
Michigan
$96.5K – – –
28 29
30
31 32