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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
351
RVW Wealth
California
$369K +$28.6K +148 +9%
CAW
352
Cornerstone Advisors (Washington)
Washington
$368K -$6K -31 -2%
TI
353
Trexquant Investment
Connecticut
$366K -$1.03M -5,327 -74%
PO
354
Private Ocean
California
$363K +$22.6K +117 +7%
SBH
355
Segall Bryant & Hamill
Illinois
$359K -$165K -851 -32%
PJSIMP
356
P.J. Schmidt Investment Management (PJS)
Wisconsin
$358K – – –
BHIA
357
Birch Hill Investment Advisors
Massachusetts
$356K – – –
PCG
358
Private Capital Group
Connecticut
$352K +$145K +750 +71%
MGIA
359
Moneta Group Investment Advisors
Missouri
$351K -$25.9K -134 -7%
JIR
360
James Investment Research
Ohio
$351K – – –
HPC
361
HM Payson & Co
Maine
$350K – – –
UBV
362
United Bank (Virginia)
Virginia
$346K – – –
CCM
363
Coldstream Capital Management
Washington
$344K – – –
FWM
364
Frontier Wealth Management
Missouri
$336K – – –
BWM
365
BT Wealth Management
Georgia
$335K -$310K -1,601 -48%
BWM
366
Brickley Wealth Management
California
$335K -$28.4K -147 -8%
IWC
367
Integrated Wealth Concepts
Massachusetts
$333K +$1.16K +6 +0.4%
A
368
AdvicePeriod
California
$332K – – –
RWM
369
RKL Wealth Management
Pennsylvania
$332K +$1.16K +6 +0.4%
WS
370
Wedbush Securities
California
$332K +$17.2K +89 +6%
PG
371
Patten Group
Tennessee
$330K +$2.9K +15 +0.9%
GP
372
Girard Partners
Pennsylvania
$328K – – –
SFS
373
Summit Financial Strategies
Ohio
$324K – – –
CG
374
Colony Group
Massachusetts
$323K +$85.5K +442 +37%
PFA
375
Pathway Financial Advisors
Vermont
$316K – – –
13 14
15
16 17