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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
526
HBK Sorce Advisory
Pennsylvania
$212K +$231K +977 New
FFM
527
Forum Financial Management
Illinois
$211K -$58.7K -248 -20%
CAM
528
Campion Asset Management
Virginia
$211K -$23.4K -99 -9%
PIFP
529
Partners in Financial Planning
Virginia
$210K – – –
BIAS
530
Beacon Investment Advisory Services
New Jersey
$206K – – –
PIM
531
Penobscot Investment Management
Massachusetts
$205K – – –
CAM
532
Congress Asset Management
Massachusetts
$204K +$223K +940 New
PFWA
533
Paces Ferry Wealth Advisors
Georgia
$201K +$710 +3 +0.3%
SOS
534
Silver Oak Securities
Tennessee
$200K -$355K -1,498 -63%
HI
535
Harbour Investments
Wisconsin
$177K +$193K +815 New
GSAM
536
Grant Street Asset Management
Pennsylvania
$169K -$1.89K -8 -1%
PO
537
Private Ocean
California
$163K -$43.8K -185 -20%
LWCFA
538
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$158K – – –
OSAM
539
O'Shaughnessy Asset Management
Connecticut
$157K -$111K -467 -39%
TF
540
Tompkins Financial
New York
$154K – – –
AIM
541
Acropolis Investment Management
Missouri
$152K – – –
PK
542
Pflug Koory
Nebraska
$145K -$48.5K -205 -24%
NOI
543
Newton One Investments
Delaware
$137K – – –
SWM
544
Sugarloaf Wealth Management
Georgia
$135K +$710 +3 +0.5%
HNB
545
Huntington National Bank
Ohio
$127K – – –
GWSG
546
GPS Wealth Strategies Group
Colorado
$122K – – –
TIM
547
Tortoise Investment Management
New York
$121K -$7.58K -32 -5%
AFG
548
Albion Financial Group
Utah
$121K – – –
SSB
549
Sandy Spring Bank
Maryland
$121K – – –
S
550
SignatureFD
Georgia
$121K – – –
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