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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
276
Cribstone Capital Management
Maine
$529K +$78.6K +495 +16%
EAM
277
Evanson Asset Management
California
$525K +$1.11K +7 +0.2%
FCI
278
Financial Counselors Inc
Kansas
$518K +$52.4K +330 +10%
PFA
279
Pinnacle Family Advisors
Missouri
$517K -$105K -660 -16%
PJSIMP
280
P.J. Schmidt Investment Management (PJS)
Wisconsin
$514K – – –
SHCM
281
Stokes & Hubbell Capital Management
Louisiana
$514K – – –
FNBT
282
FineMark National Bank & Trust
Florida
$511K – – –
ICMP
283
Integrated Capital Management (Pennsylvania)
Pennsylvania
$505K +$547K +3,441 New
GIA
284
GHP Investment Advisors
Colorado
$503K +$477 +3 +0.1%
FLPIM
285
F.L. Putnam Investment Management
Massachusetts
$487K -$1.75K -11 -0.3%
BDF
286
Balasa Dinverno & Foltz
$470K -$28K -176 -5%
CCMG
287
Clark Capital Management Group
Pennsylvania
$470K +$508K +3,200 New
KA
288
Kovack Advisors
Florida
$464K +$3.97K +25 +0.8%
A
289
AdvicePeriod
California
$461K – – –
RPGK
290
Retirement Planning Group (Kansas)
Kansas
$457K – – –
HH
291
Hilltop Holdings
Texas
$453K +$490K +3,083 New
SFWC
292
Strategic Family Wealth Counselors
New Jersey
$434K +$470K +2,957 New
FPCG
293
Fort Pitt Capital Group
Pennsylvania
$426K -$159K -1,000 -26%
FNC
294
First National Corp
Massachusetts
$426K +$461K +2,902 New
QPWM
295
Quadrant Private Wealth Management
Pennsylvania
$422K +$4.77K +30 +1%
BEC
296
Blue Edge Capital
Virginia
$420K – – –
PFBT
297
Parkside Financial Bank & Trust
Missouri
$411K – – –
CFGS
298
Concourse Financial Group Securities
Alabama
$404K -$23.8K -150 -5%
LJHT
299
Laurie J. Hall Trustee
$386K – – –
CBN
300
Cadence Bank NA
Texas
$374K – – –
10 11
12
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