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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
351
Waypoint Wealth Partners
California
$483K – – –
PPW
352
Pasadena Private Wealth
California
$481K +$37.7K +144 +8%
HCIA
353
Hochman Cole Investment Advisors
Illinois
$480K – – –
RIA
354
Realta Investment Advisors
Delaware
$480K +$39.5K +151 +9%
MGIA
355
Moneta Group Investment Advisors
Missouri
$477K +$27.8K +106 +6%
PFO
356
Pathstone Family Office
New Jersey
$473K – – –
CPO
357
Cerity Partners OCIO
New York
$469K – – –
PCA
358
Personal Capital Advisors
California
$464K +$22.8K +87 +5%
BHIA
359
Birch Hill Investment Advisors
Massachusetts
$459K – – –
JIR
360
James Investment Research
Ohio
$457K – – –
HPC
361
HM Payson & Co
Maine
$456K – – –
CC
362
Cornerstone Capital
California
$452K +$107K +409 +30%
WS
363
Wedbush Securities
California
$451K -$145K -554 -24%
LW
364
Linscomb Wealth
Texas
$451K -$1.31K -5 -0.3%
UBV
365
United Bank (Virginia)
Virginia
$451K – – –
LNC
366
Lincoln National Corp
Pennsylvania
$439K +$451K +1,722 New
FWM
367
Frontier Wealth Management
Missouri
$438K – – –
RWM
368
RKL Wealth Management
Pennsylvania
$437K – – –
IAIM
369
International Assets Investment Management
Florida
$430K +$442K +1,687 New
GP
370
Girard Partners
Pennsylvania
$428K – – –
BFPW
371
BOK Financial Private Wealth
Colorado
$423K -$2.88K -11 -0.7%
SFS
372
Summit Financial Strategies
Ohio
$423K – – –
GWM
373
Greenhouse Wealth Management
Connecticut
$421K – – –
CG
374
Colony Group
Massachusetts
$420K – – –
MFA
375
Mayflower Financial Advisors
Massachusetts
$411K -$22.8K -87 -5%
13 14
15
16 17