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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
BHIA
351
Birch Hill Investment Advisors
Massachusetts
$380K – – –
HCIA
352
Hochman Cole Investment Advisors
Illinois
$380K – – –
CAW
353
Cornerstone Advisors (Washington)
Washington
$379K +$2.7K +15 +0.8%
JWBC
354
J.W. Burns & Co
New York
$377K – – –
WS
355
Wedbush Securities
California
$376K -$37.3K -207 -9%
BPB
356
Badgley, Phelps & Bell
Washington
$373K -$328K -1,818 -48%
FAIM
357
Financial Advocates Investment Management
Washington
$368K -$4.69K -26 -1%
SGCA
358
Steel Grove Capital Advisors
Tennessee
$360K +$344K +1,911 New
MAS
359
Madden Advisory Services
Florida
$349K – – –
BWM
360
Brickley Wealth Management
California
$349K +$77.9K +432 +30%
GT
361
Glenview Trust
Kentucky
$347K +$12.8K +71 +4%
PG
362
Patten Group
Tennessee
$338K -$23.4K -130 -7%
JIR
363
James Investment Research
Ohio
$338K – – –
UBV
364
United Bank (Virginia)
Virginia
$334K – – –
HTC
365
Haverford Trust Company
Pennsylvania
$330K – – –
DLCIG
366
D.L. Carlson Investment Group
New Hampshire
$330K +$11.9K +66 +4%
PI
367
Parkside Investments
Illinois
$327K +$313K +1,735 New
MGIA
368
Moneta Group Investment Advisors
Missouri
$323K +$2.88K +16 +0.9%
MYIA
369
Mount Yale Investment Advisors
Colorado
$322K -$25.6K -142 -8%
A
370
AdvicePeriod
California
$319K – – –
GP
371
Girard Partners
Pennsylvania
$316K – – –
RWM
372
RKL Wealth Management
Pennsylvania
$316K +$2.88K +16 +1%
KJHP
373
K.J. Harrison & Partners
Ontario, Canada
$311K – – –
PFA
374
Pathway Financial Advisors
Vermont
$310K – – –
PWPS
375
Pinnacle Wealth Planning Services
Ohio
$309K -$164K -908 -36%
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