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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
351
Oppenheimer & Co
New York
$202K +$199K +1,173 New
SGAM
352
Steinberg Global Asset Management
Florida
$202K +$199K +1,174 New
NFG
353
Next Financial Group
Texas
$190K +$186K +1,100 New
APP
354
Avantax Planning Partners
Iowa
$142K -$116K -684 -45%
NWM
355
Northwest Wealth Management
Iowa
$126K -$12.7K -75 -9%
PFO
356
Pathstone Family Office
New Jersey
$126K – – –
LWCFA
357
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$125K – – –
ST
358
Smithfield Trust
Pennsylvania
$125K – – –
PMFA
359
Plante Moran Financial Advisors
Michigan
$125K +$123K +728 New
NCM
360
New Capital Management
Texas
$124K – – –
WEC
361
Winslow Evans & Crocker
Massachusetts
$124K – – –
TIM
362
Tortoise Investment Management
New York
$121K – – –
SFM
363
Signet Financial Management
New Jersey
$120K – – –
FHA
364
Flagship Harbor Advisors
Massachusetts
$119K +$5.08K +30 +5%
CHC
365
City Holding Co
West Virginia
$115K +$28.8K +170 +34%
QCG
366
Quadrant Capital Group
Ohio
$113K – – –
PO
367
Private Ocean
California
$112K +$339 +2 +0.3%
JA
368
JOYN Advisors
Georgia
$100K -$4.74K -28 -5%
APSP
369
Asset Planning Services (Pennsylvania)
Pennsylvania
$81K -$339 -2 -0.4%
RCAG
370
Rehmann Capital Advisory Group
Michigan
$75.4K – – –
CWM
371
Cranbrook Wealth Management
Michigan
$65K -$3.05K -18 -5%
SWP
372
Stratos Wealth Partners
Ohio
$65K +$63.9K +377 New
KTC
373
Kistler-Tiffany Companies
Pennsylvania
$64K – – –
WA
374
WestEnd Advisors
North Carolina
$62.5K – – –
IF
375
Ironwood Financial
Arizona
$62K – – –
13 14
15
16 17