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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
226
Independence Bank of Kentucky
Kentucky
$1.93M +$38.8K +150 +2%
CCA
227
Column Capital Advisors
Indiana
$1.89M -$1.34M -5,159 -42%
OFG
228
Oxford Financial Group
Indiana
$1.89M – – –
HFS
229
Heritage Financial Services
Massachusetts
$1.86M -$32.1K -124 -2%
SCG
230
Sonata Capital Group
Washington
$1.86M – – –
CIC
231
Cornercap Investment Counsel
Georgia
$1.85M +$1.83M +7,050 New
LNB
232
Ledyard National Bank
$1.84M -$2.59K -10 -0.1%
9WM
233
9258 Wealth Management
Ohio
$1.81M +$935K +3,611 +109%
IAS
234
IMA Advisory Services
Colorado
$1.79M – – –
TFCP
235
Twin Focus Capital Partners
Massachusetts
$1.76M +$25.9K +100 +2%
RP
236
Riverbridge Partners
Minnesota
$1.74M +$1.72M +6,649 New
SAM
237
Silvercrest Asset Management
New York
$1.74M – – –
SC
238
Savant Capital
Illinois
$1.72M -$9.58K -37 -0.6%
RSC
239
Red Spruce Capital
Pennsylvania
$1.72M -$2.59K -10 -0.2%
KP
240
Keel Point
Alabama
$1.69M +$777 +3 +0%
CFN
241
Cordasco Financial Network
Florida
$1.66M -$101K -390 -6%
BFG
242
Beacon Financial Group
Texas
$1.64M – – –
RIM
243
Rockbridge Investment Management
New York
$1.64M +$43.5K +168 +3%
TF
244
Trek Financial
Arizona
$1.62M -$9.32K -36 -0.6%
WPC
245
Wedmont Private Capital
Pennsylvania
$1.61M +$1.58M +6,088 New
SPFA
246
Summit Place Financial Advisors
New Jersey
$1.61M – – –
CWM
247
C2C Wealth Management
Arizona
$1.61M – – –
SPC
248
Sigma Planning Corp
Michigan
$1.6M -$103K -398 -6%
AC
249
Apella Capital
Connecticut
$1.6M -$20.7K -80 -1%
CCM
250
Cohen Capital Management
California
$1.6M +$1.58M +6,087 New
8 9
10
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