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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
751
Riverstone Advisors
Texas
$219K +$212K +514 New
AWM
752
Avior Wealth Management
Nebraska
$218K +$211K +511 New
EWA
753
EverSource Wealth Advisors
Alabama
$217K +$210K +510 New
PCM
754
Passive Capital Management
Maryland
$217K – – –
FF
755
Friedenthal Financial
New Jersey
$217K – – –
CFD
756
Creative Financial Designs
Indiana
$215K -$20.6K -50 -9%
CWM
757
Cornerstone Wealth Management
Missouri
$214K +$207K +503 New
CAM
758
Campion Asset Management
Virginia
$214K +$206K +501 New
GBT
759
Grove Bank & Trust
Florida
$213K -$1.19M -2,900 -85%
B
760
Bensler
Washington
$213K +$206K +500 New
LSPW
761
Lake Street Private Wealth
Illinois
$213K +$206K +499 New
LEA
762
Legacy Edge Advisors
New York
$213K +$206K +499 New
HA
763
Harfst & Associates
Wyoming
$211K +$204K +496 New
OFG
764
Omega Financial Group
California
$211K +$204K +495 New
FEG
765
Financial Enhancement Group
Indiana
$210K +$203K +493 New
FCH
766
Freestone Capital Holdings
Washington
$210K +$203K +492 New
PFWA
767
Paces Ferry Wealth Advisors
Georgia
$210K +$203K +492 New
GS
768
GWN Securities
Florida
$209K +$202K +491 New
SFP
769
Shepherd Financial Partners
Massachusetts
$209K +$202K +491 New
AA
770
Auxano Advisors
Washington
$209K -$72.5K -176 -26%
TWM
771
Tradition Wealth Management
Minnesota
$209K +$201K +489 New
EPG
772
Estate Planners Group
Pennsylvania
$208K +$201K +488 New
VWA
773
VSM Wealth Advisory
Maryland
$208K – – –
AWM
774
Austin Wealth Management
Texas
$207K +$202K +490 New
PWP
775
Principle Wealth Partners
Connecticut
$207K -$115K -278 -36%
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