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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
276
Avantax Planning Partners
Iowa
$239K – – –
WB
277
WesBanco Bank
West Virginia
$239K – – –
GP
278
Girard Partners
Pennsylvania
$235K – – –
SGCA
279
Steel Grove Capital Advisors
Tennessee
$233K +$230K +1,668 New
RWM
280
RKL Wealth Management
Pennsylvania
$224K – – –
IC
281
Iconiq Capital
California
$223K +$11.7K +85 +6%
FFEC
282
First Financial Equity Corporation
Arizona
$220K +$217K +1,575 New
PS
283
Portfolio Solutions
Michigan
$218K – – –
HA
284
Harfst & Associates
Wyoming
$217K -$13.1K -95 -6%
RFC
285
Regions Financial Corp
Alabama
$214K -$26.1K -189 -11%
BOS
286
Bingham Osborn & Scarborough
California
$213K -$5.52K -40 -3%
WJA
287
Williams Jones & Associates
New York
$211K – – –
SGAM
288
Steinberg Global Asset Management
Florida
$206K +$204K +1,474 New
ZIC
289
ZWJ Investment Counsel
Georgia
$201K +$199K +1,438 New
ASN
290
Advisory Services Network
Georgia
$198K +$196K +1,416 New
PK
291
Pflug Koory
Nebraska
$194K – – –
TC
292
Trust Company
Kansas
$177K +$152K +1,101 +663%
ACM
293
Armbruster Capital Management
New York
$168K – – –
BWA
294
Burt Wealth Advisors
Maryland
$168K – – –
NFG
295
Next Financial Group
Texas
$155K -$419K -3,031 -73%
HCC
296
Hirtle Callaghan & Co
Pennsylvania
$150K – – –
JFA
297
JNBA Financial Advisors
Minnesota
$124K -$22.9K -166 -16%
GWM
298
Geneos Wealth Management
Colorado
$120K – – –
TIM
299
Tortoise Investment Management
New York
$112K – – –
DADC
300
D.A. Davidson & Co
Montana
$105K – – –
10 11
12
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