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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
HTHT
401
Hemenway Trust Hemenway Trust
New Hampshire
$335K -$105K -500 -25%
PG
402
Patten Group
Tennessee
$335K -$39.9K -190 -11%
FPCG
403
Fort Pitt Capital Group
Pennsylvania
$335K – – –
FAIM
404
Financial Advocates Investment Management
Washington
$332K -$494K -2,350 -62%
IA
405
IFP Advisors
Florida
$332K -$3.15K -15 -1%
SCM
406
SOL Capital Management
Maryland
$331K – – –
FWCM
407
Ferguson Wellman Capital Management
Oregon
$326K -$7.56K -36 -2%
CPFP
408
Clear Perspectives Financial Planning
Ohio
$324K +$305K +1,451 New
WPA
409
West Paces Advisors
Georgia
$322K -$21K -100 -6%
MWM
410
Madison Wealth Management
Ohio
$319K – – –
DSA
411
Davis Selected Advisers
Arizona
$318K +$299K +1,424 New
HPA
412
High Probability Advisors
New York
$316K +$297K +1,414 New
HTC
413
Haverford Trust Company
Pennsylvania
$313K – – –
PGFC
414
Peapack-Gladstone Financial Corp
New Jersey
$313K – – –
BIC
415
Beach Investment Counsel
Pennsylvania
$312K – – –
CA
416
CGN Advisors
Kansas
$312K +$293K +1,397 New
CNB
417
Camden National Bank
Maine
$311K – – –
CCMD
418
Cypress Capital Management (Delaware)
Delaware
$310K – – –
PFBT
419
Parkside Financial Bank & Trust
Missouri
$308K – – –
BC
420
Bartlett & Co
Ohio
$303K +$6.09K +29 +2%
BCWM
421
Bartlett & Co Wealth Management
Ohio
$303K +$6.09K +29 +2%
RSWM
422
Robertson Stephens Wealth Management
California
$300K – – –
SSC
423
Syverson Strege & Co
Iowa
$300K +$282K +1,344 New
WFA
424
Wade Financial Advisory
California
$297K – – –
VWA
425
V Wealth Advisors
Kansas
$295K +$277K +1,321 New
15 16
17
18 19