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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
526
Shakespeare Wealth Management
Wisconsin
$271K -$1.11K -5 -0.4%
WCWM
527
Willow Creek Wealth Management
California
$269K – – –
FHA
528
Flagship Harbor Advisors
Massachusetts
$265K – – –
PTC
529
Private Trust Company
Ohio
$265K – – –
PAS
530
Park Avenue Securities
New York
$265K +$267K +1,201 New
SCM
531
Sterneck Capital Management
Missouri
$265K – – –
AF
532
Apexium Financial
Texas
$262K +$1.11K +5 +0.4%
NEGWA
533
New England Guild Wealth Advisors
Connecticut
$262K – – –
AAS
534
Ameritas Advisory Services
Nebraska
$262K -$19.6K -88 -7%
CAM
535
Cubic Asset Management
Massachusetts
$253K – – –
PL
536
Plancorp LLC
Missouri
$252K – – –
LRIA
537
Leonard Rickey Investment Advisors
Washington
$249K -$1.78K -8 -0.7%
GWA
538
GGM Wealth Advisors
Maryland
$246K – – –
MPI
539
Mairs & Power Inc
Minnesota
$246K +$248K +1,115 New
AIM
540
AHL Investment Management
Florida
$243K – – –
JJBC
541
James J. Burns & Company
New York
$243K -$44K -198 -15%
OCPWS
542
One Charles Private Wealth Services
Massachusetts
$243K – – –
MA
543
MONECO Advisors
Connecticut
$242K +$667 +3 +0.3%
PG
544
Patten Group
Tennessee
$239K -$22.2K -100 -8%
PRA
545
Pine Ridge Advisers
New York
$239K +$241K +1,083 New
RWP
546
Revolve Wealth Partners
New Jersey
$239K – – –
SCM
547
Sebold Capital Management
Illinois
$238K +$240K +1,078 New
KPWS
548
Kestra Private Wealth Services
Texas
$238K +$12.9K +58 +6%
ACM
549
Alta Capital Management
Utah
$237K +$239K +1,075 New
OIA
550
OneDigital Investment Advisors
Kansas
$237K -$69.3K -312 -23%
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