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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
401
Cerity Partners OCIO
New York
$510K -$813 -3 -0.2%
TI
402
Trexquant Investment
Connecticut
$507K +$216K +797 +77%
MIM
403
MTM Investment Management
South Carolina
$504K -$108K -400 -18%
JIR
404
James Investment Research
Ohio
$498K – – –
HPC
405
HM Payson & Co
Maine
$497K – – –
RW
406
RVW Wealth
California
$497K – – –
CIC
407
Carnegie Investment Counsel
Ohio
$494K +$482K +1,781 New
UBV
408
United Bank (Virginia)
Virginia
$491K – – –
BHIA
409
Birch Hill Investment Advisors
Massachusetts
$486K -$13.5K -50 -3%
UFF
410
USA Financial Formulas
Michigan
$483K +$44.4K +164 +10%
VA
411
Valmark Advisers
Ohio
$480K +$469K +1,731 New
RWM
412
RKL Wealth Management
Pennsylvania
$478K +$2.98K +11 +0.6%
FWM
413
Frontier Wealth Management
Missouri
$476K – – –
LNC
414
Lincoln National Corp
Pennsylvania
$474K -$3.52K -13 -0.8%
PJSIMP
415
P.J. Schmidt Investment Management (PJS)
Wisconsin
$470K – – –
LW
416
Linscomb Wealth
Texas
$469K -$22.2K -82 -5%
GP
417
Girard Partners
Pennsylvania
$466K – – –
ECG
418
EPIQ Capital Group
California
$465K +$203K +748 +81%
BFPW
419
BOK Financial Private Wealth
Colorado
$461K – – –
GWM
420
Greenhouse Wealth Management
Connecticut
$459K – – –
CG
421
Colony Group
Massachusetts
$458K – – –
QPWM
422
Quadrant Private Wealth Management
Pennsylvania
$446K -$160K -592 -27%
EIA
423
Eldridge Investment Advisors
New Hampshire
$442K +$5.69K +21 +1%
BWA
424
Bordeaux Wealth Advisors
California
$437K +$427K +1,575 New
NEWAS
425
N.E.W. Advisory Services
Wisconsin
$436K – – –
15 16
17
18 19