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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFWA
576
Paces Ferry Wealth Advisors
Georgia
$203K +$205K +922 New
TNB
577
Thomasville National Bank
Georgia
$203K +$204K +919 New
WJWM
578
Williams Jones Wealth Management
New York
$201K +$202K +910 New
PFBT
579
Parkside Financial Bank & Trust
Missouri
$198K -$212K -956 -52%
AF
580
Advisornet Financial
Minnesota
$193K +$190K +855 +4,071%
JFGIW
581
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$180K -$16.2K -73 -8%
HI
582
Harbour Investments
Wisconsin
$180K -$222 -1 -0.1%
BBHC
583
Brown Brothers Harriman & Co
New York
$170K – – –
LWCFA
584
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$160K – – –
AIM
585
Acropolis Investment Management
Missouri
$154K – – –
PMFA
586
Plante Moran Financial Advisors
Michigan
$153K +$2.22K +10 +1%
MSCM
587
McElhenny Sheffield Capital Management
Texas
$150K +$33.3M +150,000 New
GFL
588
Granite FO LLC
New Hampshire
$144K +$136K +612 New
PO
589
Private Ocean
California
$140K -$23.3K -105 -14%
NOI
590
Newton One Investments
Delaware
$139K – – –
SWM
591
Sugarloaf Wealth Management
Georgia
$138K +$444 +2 +0.3%
TFS
592
TrustCore Financial Services
Tennessee
$135K -$158K -713 -54%
AA
593
Addison Advisors
Vermont
$129K -$104K -466 -44%
PK
594
Pflug Koory
Nebraska
$125K – – –
AFG
595
Albion Financial Group
Utah
$123K – – –
S
596
SignatureFD
Georgia
$122K – – –
TIM
597
Tortoise Investment Management
New York
$122K – – –
MA
598
MCF Advisors
Kentucky
$121K – – –
CG
599
Cutler Group
California
$121K +$122K +549 New
PFM
600
Phillips Financial Management
Indiana
$120K – – –
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