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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
276
Tortoise Investment Management
New York
$103K – – –
DADC
277
D.A. Davidson & Co
Montana
$96K +$96.6K +756 New
LWCFA
278
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$93K – – –
WEC
279
Winslow Evans & Crocker
Massachusetts
$91K – – –
AIM
280
Advantage Investment Management
Iowa
$90K +$89.7K +702 New
QCG
281
Quadrant Capital Group
Ohio
$84K – – –
PO
282
Private Ocean
California
$81K +$383 +3 +0.5%
AC
283
Alexandria Capital
Virginia
$77K -$11.1K -87 -13%
GWA
284
Guidant Wealth Advisors
Illinois
$75K +$75.5K +591 New
SWA
285
Sutton Wealth Advisors
Florida
$72.4K – – –
WA
286
Winfield Associates
Ohio
$63K – – –
IF
287
Ironwood Financial
Arizona
$61K -$17.1K -134 -22%
CWM
288
Cranbrook Wealth Management
Michigan
$51K – – –
KTC
289
Kistler-Tiffany Companies
Pennsylvania
$48K – – –
WA
290
WestEnd Advisors
North Carolina
$44.9K – – –
BC
291
Bartlett & Co
Ohio
$38K – – –
JAM
292
JCIC Asset Management
Ontario, Canada
$35K +$35.1K +275 New
CHC
293
City Holding Co
West Virginia
$33K +$3.58K +28 +12%
DAM
294
Delta Asset Management
Tennessee
$32K – – –
DSC
295
Duncker Streett & Co
Missouri
$31K – – –
TWA
296
TCI Wealth Advisors
Arizona
$29K – – –
SAM
297
Shamrock Asset Management
Texas
$24K – – –
CFA
298
Carroll Financial Associates
North Carolina
$20K – – –
WAP
299
Wealthcare Advisory Partners
Pennsylvania
$20K – – –
AIP
300
Ameritas Investment Partners
Nebraska
$19K -$9.96K -78 -34%
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