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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
351
Harbor Investment Advisory
Maryland
$502K – – –
BFEC
352
Benjamin F. Edwards & Company
Missouri
$498K +$485K +1,947 New
AA
353
Ancora Advisors
Ohio
$496K – – –
SWA
354
Sightline Wealth Advisors
Connecticut
$496K +$1.5K +6 +0.3%
SC
355
Scotia Capital
Ontario, Canada
$493K -$3.24K -13 -0.7%
WWP
356
Waypoint Wealth Partners
California
$485K – – –
HCIA
357
Hochman Cole Investment Advisors
Illinois
$482K – – –
WJA
358
Willis Johnson & Associates
Texas
$479K -$4.24K -17 -0.9%
PFO
359
Pathstone Family Office
New Jersey
$475K +$2.24K +9 +0.5%
CPO
360
Cerity Partners OCIO
New York
$471K -$33.9K -136 -7%
PJSIMP
361
P.J. Schmidt Investment Management (PJS)
Wisconsin
$470K – – –
BHIA
362
Birch Hill Investment Advisors
Massachusetts
$461K – – –
JIR
363
James Investment Research
Ohio
$459K – – –
HPC
364
HM Payson & Co
Maine
$458K – – –
LW
365
Linscomb Wealth
Texas
$455K -$5.73K -23 -1%
UBV
366
United Bank (Virginia)
Virginia
$453K – – –
MGIA
367
Moneta Group Investment Advisors
Missouri
$452K – – –
AWM
368
AE Wealth Management
Kansas
$448K +$54.6K +219 +14%
PPW
369
Pasadena Private Wealth
California
$446K +$205K +824 +90%
RIA
370
Realta Investment Advisors
Delaware
$443K -$19.9K -80 -4%
PCA
371
Personal Capital Advisors
California
$443K -$4.99K -20 -1%
FWM
372
Frontier Wealth Management
Missouri
$439K – – –
RWM
373
RKL Wealth Management
Pennsylvania
$438K +$1.99K +8 +0.5%
OMC
374
Old Mission Capital
Illinois
$435K +$49.9K +200 +13%
NEWAS
375
N.E.W. Advisory Services
Wisconsin
$430K -$435K -1,745 -51%
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