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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
376
Mayflower Financial Advisors
Massachusetts
$399K +$375K +1,787 New
UBV
377
United Bank (Virginia)
Virginia
$396K – – –
MGIA
378
Moneta Group Investment Advisors
Missouri
$395K -$5.46K -26 -1%
CCM
379
Coldstream Capital Management
Washington
$392K -$1.26K -6 -0.3%
LHC
380
Little House Capital
Massachusetts
$386K -$2.37M -11,287 -87%
FWM
381
Frontier Wealth Management
Missouri
$384K – – –
BWM
382
BT Wealth Management
Georgia
$383K +$210 +1 +0.1%
RWM
383
RKL Wealth Management
Pennsylvania
$381K +$1.47K +7 +0.4%
WS
384
Wedbush Securities
California
$380K +$630 +3 +0.2%
IWC
385
Integrated Wealth Concepts
Massachusetts
$379K -$1.05K -5 -0.3%
GP
386
Girard Partners
Pennsylvania
$375K – – –
SFS
387
Summit Financial Strategies
Ohio
$371K – – –
GWM
388
Greenhouse Wealth Management
Connecticut
$370K +$347K +1,653 New
CG
389
Colony Group
Massachusetts
$369K – – –
PFA
390
Pathway Financial Advisors
Vermont
$367K – – –
ATPW
391
Ashton Thomas Private Wealth
Arizona
$366K +$10.7K +51 +3%
PRWA
392
Platte River Wealth Advisors
Colorado
$356K – – –
EIA
393
Eldridge Investment Advisors
New Hampshire
$351K +$21.8K +104 +7%
RIA
394
Realta Investment Advisors
Delaware
$350K +$328K +1,564 New
AWM
395
AE Wealth Management
Kansas
$347K +$326K +1,551 New
PCA
396
Personal Capital Advisors
California
$346K +$37.6K +179 +13%
AA
397
Ancora Advisors
Ohio
$344K -$14.9K -71 -4%
BWM
398
Brickley Wealth Management
California
$343K -$27.5K -131 -8%
PCG
399
Private Capital Group
Connecticut
$339K -$59.6K -284 -16%
UFF
400
USA Financial Formulas
Michigan
$338K -$212K -1,010 -40%
14 15
16
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