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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
326
Madden Advisory Services
Florida
$322K – – –
CA
327
Calton & Associates
Florida
$313K +$45.4K +262 +17%
JIR
328
James Investment Research
Ohio
$312K – – –
PA
329
Paracle Advisors
Washington
$312K – – –
GT
330
Glenview Trust
Kentucky
$308K – – –
UBV
331
United Bank (Virginia)
Virginia
$308K – – –
HTC
332
Haverford Trust Company
Pennsylvania
$304K – – –
FAM
333
Flaharty Asset Management
Florida
$302K – – –
PP
334
PagnatoKarp Partners
Virginia
$300K +$300K +1,729 New
LRIA
335
Leonard Rickey Investment Advisors
Washington
$296K – – –
A
336
AdvicePeriod
California
$295K – – –
MGIA
337
Moneta Group Investment Advisors
Missouri
$295K +$78.2K +451 +36%
DLCIG
338
D.L. Carlson Investment Group
New Hampshire
$293K +$292K +1,685 New
GP
339
Girard Partners
Pennsylvania
$291K – – –
PFA
340
Pathway Financial Advisors
Vermont
$289K – – –
RWM
341
RKL Wealth Management
Pennsylvania
$289K – – –
KJHP
342
K.J. Harrison & Partners
Ontario, Canada
$288K +$287K +1,654 New
SWPG
343
Strategic Wealth Partners Group
Illinois
$287K +$286K +1,649 New
FWCM
344
Ferguson Wellman Capital Management
Oregon
$283K – – –
WAP
345
Wealthcare Advisory Partners
Pennsylvania
$282K -$30.7K -177 -10%
AP
346
Appleton Partners
Massachusetts
$282K -$11.3K -65 -4%
RFC
347
Regions Financial Corp
Alabama
$277K +$6.59K +38 +2%
PS
348
Portfolio Solutions
Michigan
$270K – – –
WB
349
WesBanco Bank
West Virginia
$269K – – –
SCM
350
SOL Capital Management
Maryland
$266K – – –
12 13
14
15 16