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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
301
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$101K – – –
NCM
302
New Capital Management
Texas
$100K – – –
WEC
303
Winslow Evans & Crocker
Massachusetts
$99.3K – – –
QCG
304
Quadrant Capital Group
Ohio
$92K – – –
PO
305
Private Ocean
California
$90K +$276 +2 +0.3%
SWA
306
Sutton Wealth Advisors
Florida
$70K – – –
WA
307
Winfield Associates
Ohio
$69K – – –
APSP
308
Asset Planning Services (Pennsylvania)
Pennsylvania
$66K +$65.4K +474 New
CWM
309
Cranbrook Wealth Management
Michigan
$55K – – –
PA
310
Parallel Advisors
California
$54K -$42.7K -309 -45%
AC
311
Alexandria Capital
Virginia
$53K -$26.5K -192 -33%
KTC
312
Kistler-Tiffany Companies
Pennsylvania
$52K – – –
IF
313
Ironwood Financial
Arizona
$51K -$9.39K -68 -16%
YWP
314
YorkBridge Wealth Partners
New York
$51K – – –
FWC
315
First Washington Corp
Washington
$50K – – –
WIM
316
Westside Investment Management
California
$48.7K +$48.3K +350 New
WA
317
WestEnd Advisors
North Carolina
$45.6K – – –
HI
318
Hudock Inc
Pennsylvania
$43K +$42.9K +311 New
BC
319
Bartlett & Co
Ohio
$42K – – –
CG
320
Cutler Group
California
$41K +$36.3K +263 +797%
DSC
321
Duncker Streett & Co
Missouri
$34K – – –
DAM
322
Delta Asset Management
Tennessee
$33K -$1.38K -10 -4%
CHC
323
City Holding Co
West Virginia
$32K -$3.87K -28 -11%
TWA
324
TCI Wealth Advisors
Arizona
$32K – – –
WAM
325
Watermark Asset Management
California
$29K +$28.7K +208 New
11 12
13
14 15