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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
576
Penobscot Investment Management
Massachusetts
$208K +$210K +943 New
PFWA
577
Paces Ferry Wealth Advisors
Georgia
$203K +$205K +922 New
TNB
578
Thomasville National Bank
Georgia
$203K +$204K +919 New
WJWM
579
Williams Jones Wealth Management
New York
$201K +$202K +910 New
PFBT
580
Parkside Financial Bank & Trust
Missouri
$198K -$212K -956 -52%
AF
581
Advisornet Financial
Minnesota
$193K +$190K +855 +4,071%
JFGIW
582
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$180K -$16.2K -73 -8%
HI
583
Harbour Investments
Wisconsin
$180K -$222 -1 -0.1%
BBHC
584
Brown Brothers Harriman & Co
New York
$170K – – –
LWCFA
585
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$160K – – –
AIM
586
Acropolis Investment Management
Missouri
$154K – – –
PMFA
587
Plante Moran Financial Advisors
Michigan
$153K +$2.22K +10 +1%
MSCM
588
McElhenny Sheffield Capital Management
Texas
$150K +$33.3M +150,000 New
GFL
589
Granite FO LLC
New Hampshire
$144K +$136K +612 New
PO
590
Private Ocean
California
$140K -$23.3K -105 -14%
NOI
591
Newton One Investments
Delaware
$139K – – –
SWM
592
Sugarloaf Wealth Management
Georgia
$138K +$444 +2 +0.3%
TFS
593
TrustCore Financial Services
Tennessee
$135K -$158K -713 -54%
AA
594
Addison Advisors
Vermont
$129K -$104K -466 -44%
PK
595
Pflug Koory
Nebraska
$125K – – –
AFG
596
Albion Financial Group
Utah
$123K – – –
S
597
SignatureFD
Georgia
$122K – – –
TIM
598
Tortoise Investment Management
New York
$122K – – –
MA
599
MCF Advisors
Kentucky
$121K – – –
CG
600
Cutler Group
California
$121K +$122K +549 New
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