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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
KBFS
751
Kohmann Bosshard Financial Services
Ohio
$215K – – –
SS
752
Sunbelt Securities
Texas
$215K -$38K -99 -15%
B
753
BetterWealth
California
$213K – – –
GWP
754
Gateway Wealth Partners
Wisconsin
$213K +$211K +550 New
MA
755
MCF Advisors
Kentucky
$213K – – –
KA
756
Kearns & Associates
California
$212K – – –
AFG
757
Allegheny Financial Group
Pennsylvania
$212K +$384 +1 +0.2%
HP
758
Holistic Planning
Texas
$212K -$8.44K -22 -4%
CB
759
Cadence Bank
Mississippi
$211K – – –
MGWM
760
Marks Group Wealth Management
Minnesota
$211K – – –
AFA
761
American Financial Advisors
Georgia
$211K +$384 +1 +0.2%
HA
762
Harfst & Associates
Wyoming
$207K -$9.59K -25 -4%
CAM
763
Campion Asset Management
Virginia
$207K -$20K -52 -9%
WP
764
WealthShield Partners
North Carolina
$206K – – –
SFM
765
Signet Financial Management
New Jersey
$205K – – –
DAS
766
Diversify Advisory Services
Utah
$205K -$17.7K -46 -8%
SIM
767
Synergy Investment Management
Florida
$204K -$4.99K -13 -2%
PCM
768
Parsons Capital Management
Rhode Island
$203K +$201K +525 New
LODC
769
Lanham O'Dell & Company
West Virginia
$203K +$201K +525 New
PRP
770
Peak Retirement Planning
Ohio
$203K +$201K +524 New
SFP
771
Shepherd Financial Partners
Massachusetts
$203K +$201K +524 New
GA
772
GSG Advisors
New Jersey
$200K +$198K +517 New
SNB
773
Security National Bank
Nebraska
$197K – – –
BHWM
774
Beaird Harris Wealth Management
Texas
$195K – – –
FGAM
775
Financial Gravity Asset Management
Texas
$195K -$311K -811 -62%
29 30
31
32 33