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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
376
Cubic Asset Management
Massachusetts
$248K +$87.2K +490 +41%
HTC
377
Haverford Trust Company
Pennsylvania
$245K -$17.8K -100 -6%
IA
378
IFP Advisors
Florida
$240K -$122K -688 -30%
ZCA
379
Zeke Capital Advisors
Pennsylvania
$240K +$63.3K +356 +28%
AA
380
Ancora Advisors
Ohio
$239K -$113K -636 -28%
PWPS
381
Pinnacle Wealth Planning Services
Ohio
$235K -$10.1K -57 -3%
WS
382
Wedbush Securities
California
$234K -$74K -416 -21%
PS
383
Portfolio Solutions
Michigan
$231K – – –
LRIA
384
Leonard Rickey Investment Advisors
Washington
$231K +$1.42K +8 +0.5%
CRC
385
Curi RMB Capital
Illinois
$229K -$3.05M -17,121 -92%
FWCM
386
Ferguson Wellman Capital Management
Oregon
$229K -$15.7K -88 -5%
PP
387
PagnatoKarp Partners
Virginia
$229K – – –
PFA
388
Pathway Financial Advisors
Vermont
$227K – – –
CCA
389
Column Capital Advisors
Indiana
$226K +$178 +1 +0.1%
KJHP
390
K.J. Harrison & Partners
Ontario, Canada
$224K -$24K -135 -8%
RFC
391
Regions Financial Corp
Alabama
$224K – – –
TNB
392
Thomasville National Bank
Georgia
$224K – – –
WJWM
393
Williams Jones Wealth Management
New York
$224K – – –
FPCG
394
Fort Pitt Capital Group
Pennsylvania
$222K – – –
SW
395
SlateStone Wealth
Florida
$220K -$104K -584 -28%
SCM
396
SOL Capital Management
Maryland
$220K – – –
EIA
397
Eldridge Investment Advisors
New Hampshire
$217K +$178 +1 +0.1%
PFBT
398
Parkside Financial Bank & Trust
Missouri
$213K – – –
MWM
399
Madison Wealth Management
Ohio
$211K – – –
AP
400
Appleton Partners
Massachusetts
$208K -$39.7K -223 -14%
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