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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
276
Firestone Capital Management
Florida
$1.38M -$178K -656 -12%
MA
277
Mutual Advisors
Nebraska
$1.36M -$13K -48 -1%
MCM
278
Manchester Capital Management
Vermont
$1.35M – – –
EWM
279
Empirical Wealth Management
Washington
$1.34M +$1.31M +4,828 New
QCG
280
Quadrant Capital Group
Ohio
$1.33M +$1.3M +4,800 +43,636%
AIM
281
Allen Investment Management
New York
$1.33M – – –
GLLW
282
Graves Light Lenhart Wealth
Virginia
$1.32M – – –
CTA
283
Chesley Taft & Associates
Illinois
$1.28M +$813 +3 +0.1%
AP
284
Agilis Partners
Massachusetts
$1.28M +$1.25M +4,614 New
MCA
285
MSH Capital Advisors
Arizona
$1.27M +$1.24M +4,560 New
IWM
286
IHT Wealth Management
Illinois
$1.26M -$25.5K -94 -2%
CRC
287
Curi RMB Capital
Illinois
$1.26M +$513K +1,893 +72%
CWM
288
Congress Wealth Management
Massachusetts
$1.25M +$1.22M +4,520 New
ASN
289
Advisory Services Network
Georgia
$1.25M -$47.4K -175 -4%
MA
290
MUFG Americas
New York
$1.23M – – –
CFO
291
CVA Family Office
Colorado
$1.22M – – –
AIA
292
Alera Investment Advisors
Illinois
$1.21M – – –
PGFC
293
Peapack-Gladstone Financial Corp
New Jersey
$1.2M – – –
MAC
294
Mason & Associates (California)
California
$1.2M +$1.17M +4,309 New
DADC
295
D.A. Davidson & Co
Montana
$1.19M -$174K -643 -13%
FCI
296
Financial Counselors Inc
Kansas
$1.19M – – –
HA
297
HC Advisors
Georgia
$1.19M – – –
PFS
298
Prospera Financial Services
Texas
$1.17M -$13K -48 -1%
SIC
299
SJS Investment Consulting
Ohio
$1.17M +$1.14M +4,222 New
ADL
300
Asset Dedication LLC
California
$1.17M – – –
10 11
12
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