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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
HCC
301
Hirtle Callaghan & Co
Pennsylvania
$143K -$3.62M -27,929 -96%
JFA
302
JNBA Financial Advisors
Minnesota
$140K +$136K +1,050 New
DIA
303
Davidson Investment Advisors
Montana
$136K – – –
BIM
304
BlackRock Investment Management
Delaware
$134K – – –
GWM
305
Geneos Wealth Management
Colorado
$114K -$13K -100 -10%
TIM
306
Tortoise Investment Management
New York
$106K – – –
DADC
307
D.A. Davidson & Co
Montana
$100K – – –
LWCFA
308
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$96K – – –
NCM
309
New Capital Management
Texas
$95K +$93.1K +718 New
WEC
310
Winslow Evans & Crocker
Massachusetts
$94.4K – – –
PA
311
Parallel Advisors
California
$92K +$89.7K +692 New
QCG
312
Quadrant Capital Group
Ohio
$87K – – –
PO
313
Private Ocean
California
$85K +$519 +4 +0.6%
OSAM
314
O'Shaughnessy Asset Management
Connecticut
$84K +$81.8K +631 New
GWA
315
Guidant Wealth Advisors
Illinois
$80K – – –
AC
316
Alexandria Capital
Virginia
$76K -$3.89K -30 -5%
SFS
317
Sowell Financial Services
Arkansas
$73K +$68.2K +526 New
AIM
318
Advantage Investment Management
Iowa
$67K -$25.7K -198 -28%
SWA
319
Sutton Wealth Advisors
Florida
$66.5K -$8.43K -65 -12%
WA
320
Winfield Associates
Ohio
$65K – – –
IF
321
Ironwood Financial
Arizona
$58K -$5.7K -44 -9%
MPWT
322
MassMutual Private Wealth & Trust
Connecticut
$56.5K +$55.1K +425 New
GI
323
Gradient Investments
Minnesota
$53K +$51.9K +400 New
CWM
324
Cranbrook Wealth Management
Michigan
$52K – – –
KTC
325
Kistler-Tiffany Companies
Pennsylvania
$50K – – –
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