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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
FIB
426
First Interstate Bank
Montana
$899K – – –
MAC
427
Mason & Associates (California)
California
$894K – – –
QPWM
428
Quadrant Private Wealth Management
Pennsylvania
$892K +$294K +904 +55%
RSC
429
Red Spruce Capital
Pennsylvania
$887K -$114K -351 -12%
WDL
430
Well Done LLC
Michigan
$885K -$182K -561 -18%
CA
431
CoreCap Advisors
Michigan
$885K +$350K +1,079 +75%
NA
432
Nestegg Advisors
New York
$876K -$44.5K -137 -5%
AWA
433
AGH Wealth Advisors
Kansas
$875K – – –
SIG
434
Sargent Investment Group
Maryland
$875K -$107K -328 -12%
PP
435
Prosperity Planning
Missouri
$872K – – –
PCA
436
Prosperity Capital Advisors
Ohio
$866K +$123K +379 +18%
CFC
437
Coyle Financial Counsel
Illinois
$863K -$2.27K -7 -0.3%
GVAG
438
Great Valley Advisor Group
Delaware
$860K +$30.2K +93 +4%
MWM
439
Moran Wealth Management
Florida
$854K +$790K +2,433 New
SYBT
440
Stock Yards Bank & Trust
Kentucky
$854K – – –
VA
441
Valmark Advisers
Ohio
$853K -$3.25K -10 -0.4%
WAL
442
W Advisors LLC
Tennessee
$853K -$29.9K -92 -4%
MWM
443
Modern Wealth Management
Kansas
$840K +$20.8K +64 +3%
AF
444
Allworth Financial
California
$834K +$49K +151 +7%
CCM
445
Coldstream Capital Management
Washington
$829K – – –
BEC
446
Blue Edge Capital
Virginia
$823K – – –
CFA
447
Capstone Financial Advisors
Illinois
$822K +$1.95K +6 +0.3%
PTC
448
Private Trust Company
Ohio
$820K +$18.5K +57 +3%
HFRG
449
Houlihan Financial Resource Group
Virginia
$816K – – –
CCA
450
Cobblestone Capital Advisors
New York
$811K – – –
16 17
18
19 20