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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
326
Patten Group
Tennessee
$334K -$533K -3,074 -62%
MAS
327
Madden Advisory Services
Florida
$322K – – –
CA
328
Calton & Associates
Florida
$313K +$45.4K +262 +17%
JIR
329
James Investment Research
Ohio
$312K – – –
PA
330
Paracle Advisors
Washington
$312K – – –
GT
331
Glenview Trust
Kentucky
$308K – – –
UBV
332
United Bank (Virginia)
Virginia
$308K – – –
HTC
333
Haverford Trust Company
Pennsylvania
$304K – – –
FAM
334
Flaharty Asset Management
Florida
$302K – – –
PP
335
PagnatoKarp Partners
Virginia
$300K +$300K +1,729 New
LRIA
336
Leonard Rickey Investment Advisors
Washington
$296K – – –
A
337
AdvicePeriod
California
$295K – – –
MGIA
338
Moneta Group Investment Advisors
Missouri
$295K +$78.2K +451 +36%
DLCIG
339
D.L. Carlson Investment Group
New Hampshire
$293K +$292K +1,685 New
GP
340
Girard Partners
Pennsylvania
$291K – – –
PFA
341
Pathway Financial Advisors
Vermont
$289K – – –
RWM
342
RKL Wealth Management
Pennsylvania
$289K – – –
KJHP
343
K.J. Harrison & Partners
Ontario, Canada
$288K +$287K +1,654 New
SWPG
344
Strategic Wealth Partners Group
Illinois
$287K +$286K +1,649 New
FWCM
345
Ferguson Wellman Capital Management
Oregon
$283K – – –
WAP
346
Wealthcare Advisory Partners
Pennsylvania
$282K -$30.7K -177 -10%
AP
347
Appleton Partners
Massachusetts
$282K -$11.3K -65 -4%
RFC
348
Regions Financial Corp
Alabama
$277K +$6.59K +38 +2%
PS
349
Portfolio Solutions
Michigan
$270K – – –
WB
350
WesBanco Bank
West Virginia
$269K – – –
12 13
14
15 16