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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
751
Addison Advisors
Vermont
$164K – – –
SS
752
Sunbelt Securities
Texas
$163K -$45.3K -117 -21%
PAI
753
Pittenger & Anderson Inc
Nebraska
$159K +$12.8K +33 +8%
KFI
754
Key Financial Inc
Pennsylvania
$158K – – –
PFBT
755
Parkside Financial Bank & Trust
Missouri
$157K – – –
PWMG
756
Prestige Wealth Management Group
New Jersey
$151K +$387 +1 +0.2%
TFGT
757
TS Financial Group (TSFG)
Illinois
$148K – – –
RIA
758
Realta Investment Advisors
Delaware
$146K – – –
FGAM
759
Financial Gravity Asset Management
Texas
$145K -$44.1K -114 -23%
SNB
760
Security National Bank
Nebraska
$140K -$50.3K -130 -26%
TFM
761
TFC Financial Management
Massachusetts
$139K – – –
KG
762
Kilter Group
New York
$137K – – –
QCG
763
Quadrant Capital Group
Ohio
$137K – – –
PMFA
764
Plante Moran Financial Advisors
Michigan
$136K -$49.5K -128 -26%
SHIM
765
Stone House Investment Management
Pennsylvania
$136K -$3.48K -9 -2%
GSWM
766
Golden State Wealth Management
California
$134K +$6.58K +17 +5%
RDFA
767
Ritter Daniher Financial Advisory
Ohio
$132K -$30.9K -80 -18%
SOS
768
Silver Oak Securities
Tennessee
$127K +$130K +336 +6,720%
BTI
769
Blue Trust Inc
Georgia
$125K -$19K -49 -13%
OA
770
Operose Advisors
Wisconsin
$124K -$16.6K -43 -11%
IAAG
771
Innovative Asset Advisors Group
Connecticut
$114K +$119K +308 New
AWM
772
Abound Wealth Management
Tennessee
$113K – – –
FRA
773
Front Row Advisors
California
$111K – – –
NG
774
NWK Group
California
$109K – – –
SWM
775
SHP Wealth Management
Massachusetts
$108K – – –
29 30
31
32 33