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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
351
Beacon Financial Advisory
Ohio
$381K +$365K +2,023 New
BHIA
352
Birch Hill Investment Advisors
Massachusetts
$380K – – –
HCIA
353
Hochman Cole Investment Advisors
Illinois
$380K – – –
CAW
354
Cornerstone Advisors (Washington)
Washington
$379K +$2.7K +15 +0.8%
JWBC
355
J.W. Burns & Co
New York
$377K – – –
WS
356
Wedbush Securities
California
$376K -$37.3K -207 -9%
BPB
357
Badgley, Phelps & Bell
Washington
$373K -$328K -1,818 -48%
FAIM
358
Financial Advocates Investment Management
Washington
$368K -$4.69K -26 -1%
SGCA
359
Steel Grove Capital Advisors
Tennessee
$360K +$344K +1,911 New
MAS
360
Madden Advisory Services
Florida
$349K – – –
BWM
361
Brickley Wealth Management
California
$349K +$77.9K +432 +30%
GT
362
Glenview Trust
Kentucky
$347K +$12.8K +71 +4%
PG
363
Patten Group
Tennessee
$338K -$23.4K -130 -7%
JIR
364
James Investment Research
Ohio
$338K – – –
UBV
365
United Bank (Virginia)
Virginia
$334K – – –
HTC
366
Haverford Trust Company
Pennsylvania
$330K – – –
DLCIG
367
D.L. Carlson Investment Group
New Hampshire
$330K +$11.9K +66 +4%
PI
368
Parkside Investments
Illinois
$327K +$313K +1,735 New
MGIA
369
Moneta Group Investment Advisors
Missouri
$323K +$2.88K +16 +0.9%
MYIA
370
Mount Yale Investment Advisors
Colorado
$322K -$25.6K -142 -8%
A
371
AdvicePeriod
California
$319K – – –
GP
372
Girard Partners
Pennsylvania
$316K – – –
RWM
373
RKL Wealth Management
Pennsylvania
$316K +$2.88K +16 +1%
KJHP
374
K.J. Harrison & Partners
Ontario, Canada
$311K – – –
PFA
375
Pathway Financial Advisors
Vermont
$310K – – –
13 14
15
16 17