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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
776
Plante Moran Financial Advisors
Michigan
$192K +$384 +1 +0.2%
EPG
777
Estate Planners Group
Pennsylvania
$189K +$187K +488 New
VWA
778
VSM Wealth Advisory
Maryland
$188K – – –
RFP
779
Root Financial Partners
California
$188K -$181K -472 -49%
PFM
780
Phillips Financial Management
Indiana
$183K – – –
USB
781
Union Savings Bank
Connecticut
$183K +$181K +472 New
AF
782
Align Financial
Minnesota
$180K +$69M +179,885 New
S
783
SignatureFD
Georgia
$173K – – –
AA
784
Addison Advisors
Vermont
$171K – – –
RDFA
785
Ritter Daniher Financial Advisory
Ohio
$168K – – –
KFI
786
Key Financial Inc
Pennsylvania
$164K -$4.99K -13 -3%
PFBT
787
Parkside Financial Bank & Trust
Missouri
$163K – – –
PWMG
788
Prestige Wealth Management Group
New Jersey
$157K +$384 +1 +0.2%
TFGT
789
TS Financial Group (TSFG)
Illinois
$155K – – –
PAI
790
Pittenger & Anderson Inc
Nebraska
$153K – – –
RIA
791
Realta Investment Advisors
Delaware
$153K +$74.8K +195 +98%
HNB
792
Huntington National Bank
Ohio
$151K – – –
SAG
793
SageView Advisory Group
California
$151K +$150K +391 New
BTI
794
Blue Trust Inc
Georgia
$150K +$23.8K +62 +19%
OA
795
Operose Advisors
Wisconsin
$146K – – –
SHIM
796
Stone House Investment Management
Pennsylvania
$146K -$5.83M -15,180 -98%
TFM
797
TFC Financial Management
Massachusetts
$145K – – –
KG
798
Kilter Group
New York
$143K – – –
QCG
799
Quadrant Capital Group
Ohio
$143K – – –
TPCW
800
TD Private Client Wealth
New York
$137K +$132K +345 +4,313%
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