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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
726
Burney Company
Virginia
$210K – – –
VFG
727
Victory Financial Group
Texas
$209K +$387 +1 +0.2%
PCM
728
Passive Capital Management
Maryland
$208K – – –
DWM
729
DecisionMap Wealth Management
Virginia
$207K -$387 -1 -0.2%
AFG
730
Albion Financial Group
Utah
$207K – – –
CFD
731
Creative Financial Designs
Indiana
$206K -$2.32K -6 -1%
KBFS
732
Kohmann Bosshard Financial Services
Ohio
$206K – – –
B
733
BetterWealth
California
$204K – – –
AFG
734
Allegheny Financial Group
Pennsylvania
$204K +$774 +2 +0.4%
MA
735
MCF Advisors
Kentucky
$204K – – –
KA
736
Kearns & Associates
California
$204K – – –
GFA
737
Godfrey Financial Associates
New York
$202K -$5.42K -14 -3%
MGWM
738
Marks Group Wealth Management
Minnesota
$202K – – –
AFA
739
American Financial Advisors
Georgia
$202K +$387 +1 +0.2%
CASB
740
Cape Ann Savings Bank
Massachusetts
$200K -$71.6K -185 -26%
WP
741
WealthShield Partners
North Carolina
$197K – – –
SIM
742
Synergy Investment Management
Florida
$195K – – –
FF
743
Friedenthal Financial
New Jersey
$188K +$197K +508 New
BHWM
744
Beaird Harris Wealth Management
Texas
$187K – – –
MPWT
745
MassMutual Private Wealth & Trust
Connecticut
$185K +$116K +300 +150%
VWA
746
VSM Wealth Advisory
Maryland
$181K – – –
NOI
747
Newton One Investments
Delaware
$175K -$43.7K -113 -19%
PFM
748
Phillips Financial Management
Indiana
$175K – – –
AF
749
Align Financial
Minnesota
$172K -$69.4M -179,420 -100%
AA
750
Addison Advisors
Vermont
$164K – – –
28 29
30
31 32