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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
401
Personal Capital Advisors
California
$521K +$15.7K +58 +3%
CPO
402
Cerity Partners OCIO
New York
$510K -$813 -3 -0.2%
TI
403
Trexquant Investment
Connecticut
$507K +$216K +797 +77%
MIM
404
MTM Investment Management
South Carolina
$504K -$108K -400 -18%
JIR
405
James Investment Research
Ohio
$498K – – –
HPC
406
HM Payson & Co
Maine
$497K – – –
RW
407
RVW Wealth
California
$497K – – –
CIC
408
Carnegie Investment Counsel
Ohio
$494K +$482K +1,781 New
UBV
409
United Bank (Virginia)
Virginia
$491K – – –
BHIA
410
Birch Hill Investment Advisors
Massachusetts
$486K -$13.5K -50 -3%
UFF
411
USA Financial Formulas
Michigan
$483K +$44.4K +164 +10%
VA
412
Valmark Advisers
Ohio
$480K +$469K +1,731 New
RWM
413
RKL Wealth Management
Pennsylvania
$478K +$2.98K +11 +0.6%
FWM
414
Frontier Wealth Management
Missouri
$476K – – –
LNC
415
Lincoln National Corp
Pennsylvania
$474K -$3.52K -13 -0.8%
PJSIMP
416
P.J. Schmidt Investment Management (PJS)
Wisconsin
$470K – – –
LW
417
Linscomb Wealth
Texas
$469K -$22.2K -82 -5%
GP
418
Girard Partners
Pennsylvania
$466K – – –
ECG
419
EPIQ Capital Group
California
$465K +$203K +748 +81%
BFPW
420
BOK Financial Private Wealth
Colorado
$461K – – –
GWM
421
Greenhouse Wealth Management
Connecticut
$459K – – –
CG
422
Colony Group
Massachusetts
$458K – – –
QPWM
423
Quadrant Private Wealth Management
Pennsylvania
$446K -$160K -592 -27%
EIA
424
Eldridge Investment Advisors
New Hampshire
$442K +$5.69K +21 +1%
BWA
425
Bordeaux Wealth Advisors
California
$437K +$427K +1,575 New
15 16
17
18 19