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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
376
Shakespeare Wealth Management
Wisconsin
$203K +$220K +1,382 New
SCCM
377
Schafer Cullen Capital Management
New York
$201K +$217K +1,369 New
MAU
378
MRA Associates USA
Arizona
$196K +$211K +1,331 New
CTC
379
Central Trust Company
Missouri
$191K – – –
PK
380
Pflug Koory
Nebraska
$181K -$794 -5 -0.4%
NFG
381
Next Financial Group
Texas
$177K +$16.2K +102 +9%
BWA
382
Burt Wealth Advisors
Maryland
$176K – – –
TJHA
383
Thomas J. Herzfeld Advisors
Florida
$169K +$183K +1,150 New
IFAM
384
Institutional & Family Asset Management
Colorado
$150K +$162K +1,019 New
NWM
385
Northwest Wealth Management
Iowa
$109K +$1.27K +8 +1%
PFO
386
Pathstone Family Office
New Jersey
$108K – – –
LWCFA
387
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$107K – – –
ST
388
Smithfield Trust
Pennsylvania
$107K – – –
WEC
389
Winslow Evans & Crocker
Massachusetts
$106K – – –
NCM
390
New Capital Management
Texas
$105K – – –
ESB
391
Essex Savings Bank
Connecticut
$105K +$113K +714 New
TIM
392
Tortoise Investment Management
New York
$104K – – –
CHC
393
City Holding Co
West Virginia
$104K +$6.67K +42 +6%
FHA
394
Flagship Harbor Advisors
Massachusetts
$100K – – –
QCG
395
Quadrant Capital Group
Ohio
$96K – – –
PO
396
Private Ocean
California
$96K +$794 +5 +0.8%
JFA
397
JNBA Financial Advisors
Minnesota
$95K +$103K +647 New
KPW
398
Kore Private Wealth
New York
$95K +$103K +650 New
SWA
399
Sutton Wealth Advisors
Florida
$92.6K +$44.5K +280 +80%
JA
400
JOYN Advisors
Georgia
$86K – – –
14 15
16
17 18