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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
376
N.E.W. Advisory Services
Wisconsin
$430K -$435K -1,745 -51%
GP
377
Girard Partners
Pennsylvania
$429K – – –
BFPW
378
BOK Financial Private Wealth
Colorado
$428K -$1.02M -4,080 -71%
AIC
379
Ameritas Investment Company
Nebraska
$425K -$123K -493 -58%
SFS
380
Summit Financial Strategies
Ohio
$424K – – –
GWM
381
Greenhouse Wealth Management
Connecticut
$423K – – –
CG
382
Colony Group
Massachusetts
$422K -$16K -64 -4%
SBH
383
Segall Bryant & Hamill
Illinois
$420K -$37.6K -151 -8%
MFA
384
Mayflower Financial Advisors
Massachusetts
$416K – – –
GCP
385
GSA Capital Partners
United Kingdom
$410K – – –
EIA
386
Eldridge Investment Advisors
New Hampshire
$402K +$249 +1 +0.1%
BCPWM
387
Bradley & Co Private Wealth Management
Florida
$398K – – –
WB
388
WesBanco Bank
West Virginia
$396K – – –
PRWA
389
Platte River Wealth Advisors
Colorado
$394K – – –
PWPS
390
Pinnacle Wealth Planning Services
Ohio
$390K +$3.24K +13 +0.9%
PWM
391
PRW Wealth Management
Massachusetts
$388K -$1.48M -5,927 -80%
C
392
Certuity
Florida
$388K -$482K -1,935 -56%
PG
393
Patten Group
Tennessee
$388K +$4.99K +20 +1%
IA
394
IFP Advisors
Florida
$379K +$499 +2 +0.1%
FWCM
395
Ferguson Wellman Capital Management
Oregon
$375K – – –
FAIM
396
Financial Advocates Investment Management
Washington
$373K +$11K +44 +3%
BWM
397
Brickley Wealth Management
California
$372K -$19.4K -78 -5%
WPA
398
West Paces Advisors
Georgia
$369K – – –
MWM
399
Madison Wealth Management
Ohio
$365K – – –
SCM
400
SOL Capital Management
Maryland
$363K -$13.7K -55 -4%
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