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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
FCBT
651
First Citizens Bank & Trust
North Carolina
$261K -$2.92K -8 -1%
DIA
652
Dana Investment Advisors
Wisconsin
$258K -$228K -626 -48%
CP
653
Canopy Partners
Ohio
$258K – – –
TAM
654
Titleist Asset Management
Texas
$258K – – –
EFMC
655
Empire Financial Management Company
New York
$257K -$10.9K -30 -4%
SCTC
656
Sanibel Captiva Trust Company
Florida
$256K – – –
CIM
657
CIM Investment Management
Pennsylvania
$253K – – –
KAM
658
Knightsbridge Asset Management
California
$253K – – –
GSAM
659
Grant Street Asset Management
Pennsylvania
$252K -$5.47K -15 -2%
PJWM
660
Philip James Wealth Mangement
Georgia
$251K +$365 +1 +0.2%
LTAS
661
Linden Thomas Advisory Services
North Carolina
$250K +$240K +659 New
SS
662
Sunbelt Securities
Texas
$248K +$189K +518 +381%
MWP
663
Meridian Wealth Partners
Pennsylvania
$246K – – –
BHIA
664
Birch Hill Investment Advisors
Massachusetts
$246K – – –
RWM
665
Rezny Wealth Management
Florida
$246K – – –
RT
666
Rockland Trust
Massachusetts
$246K – – –
PWMG
667
Private Wealth Management Group
New Jersey
$244K – – –
OIA
668
OneDigital Investment Advisors
Kansas
$241K – – –
BW
669
BostonPremier Wealth
Massachusetts
$240K -$455K -1,247 -66%
SFP
670
SwitchPoint Financial Planning
Utah
$240K – – –
AIM
671
AHL Investment Management
Florida
$240K -$49.2K -135 -18%
BM
672
Berman McAleer
Maryland
$239K +$230K +632 New
PCFFS
673
Pacific Center for Financial Services
California
$239K – – –
PIM
674
Penobscot Investment Management
Massachusetts
$237K – – –
OAS
675
Optivise Advisory Services
Tennessee
$236K -$884K -2,425 -80%
25 26
27
28 29