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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
A
251
AdvicePeriod
California
$509K +$198K +1,230 +65%
BEC
252
Blue Edge Capital
Virginia
$487K – – –
PWPS
253
Pinnacle Wealth Planning Services
Ohio
$483K -$310K -1,926 -39%
PCG
254
Private Capital Group
Connecticut
$477K -$11.3K -70 -2%
PAG
255
Private Advisor Group
New Jersey
$473K -$434K -2,701 -48%
WS
256
Wedbush Securities
California
$473K +$94.5K +588 +25%
FCBT
257
First Citizens Bank & Trust
North Carolina
$467K – – –
BAC
258
Boys Arnold & Co
North Carolina
$462K – – –
QPWM
259
Quadrant Private Wealth Management
Pennsylvania
$459K – – –
PFBT
260
Parkside Financial Bank & Trust
Missouri
$454K -$73.9K -460 -14%
PFA
261
Pinnacle Family Advisors
Missouri
$452K -$563K -3,500 -56%
CT
262
CPF Texas
Texas
$427K +$423K +2,632 New
CBN
263
Cadence Bank NA
Texas
$416K – – –
NEAM
264
New England Asset Management
Connecticut
$414K – – –
FAIM
265
Financial Advocates Investment Management
Washington
$412K +$166K +1,035 +69%
WSTAM
266
Wilbanks Smith & Thomas Asset Management
Virginia
$397K – – –
OCM
267
One Capital Management
California
$396K -$812K -5,051 -67%
BIAS
268
Beacon Investment Advisory Services
New Jersey
$388K – – –
LJHT
269
Laurie J. Hall Trustee
$386K – – –
CCM
270
Coldstream Capital Management
Washington
$383K – – –
AA
271
Ancora Advisors
Ohio
$382K – – –
DACG
272
Donor Advised Charitable Giving
California
$381K +$24.9K +155 +7%
BHIA
273
Birch Hill Investment Advisors
Massachusetts
$376K -$42.8K -266 -10%
CCM
274
Colorado Capital Management
Colorado
$374K – – –
FWM
275
Frontier Wealth Management
Missouri
$370K – – –
9 10
11
12 13