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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
FF
751
Friedenthal Financial
New Jersey
$217K – – –
CFD
752
Creative Financial Designs
Indiana
$215K -$20.6K -50 -9%
CWM
753
Cornerstone Wealth Management
Missouri
$214K +$207K +503 New
CAM
754
Campion Asset Management
Virginia
$214K +$206K +501 New
GBT
755
Grove Bank & Trust
Florida
$213K -$1.19M -2,900 -85%
B
756
Bensler
Washington
$213K +$206K +500 New
LSPW
757
Lake Street Private Wealth
Illinois
$213K +$206K +499 New
LEA
758
Legacy Edge Advisors
New York
$213K +$206K +499 New
HA
759
Harfst & Associates
Wyoming
$211K +$204K +496 New
OFG
760
Omega Financial Group
California
$211K +$204K +495 New
FEG
761
Financial Enhancement Group
Indiana
$210K +$203K +493 New
FCH
762
Freestone Capital Holdings
Washington
$210K +$203K +492 New
PFWA
763
Paces Ferry Wealth Advisors
Georgia
$210K +$203K +492 New
GS
764
GWN Securities
Florida
$209K +$202K +491 New
SFP
765
Shepherd Financial Partners
Massachusetts
$209K +$202K +491 New
AA
766
Auxano Advisors
Washington
$209K -$72.5K -176 -26%
TWM
767
Tradition Wealth Management
Minnesota
$209K +$201K +489 New
EPG
768
Estate Planners Group
Pennsylvania
$208K +$201K +488 New
VWA
769
VSM Wealth Advisory
Maryland
$208K – – –
AWM
770
Austin Wealth Management
Texas
$207K +$202K +490 New
PWP
771
Principle Wealth Partners
Connecticut
$207K -$115K -278 -36%
CFP
772
Catalyst Financial Partners
Massachusetts
$207K +$200K +485 New
PWM
773
Power Wealth Management
Georgia
$207K +$200K +485 New
WPP
774
Whalerock Point Partners
Rhode Island
$207K +$200K +485 New
AWA
775
Aletheian Wealth Advisors
Washington
$206K +$199K +484 New
29 30
31
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