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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
651
Dana Investment Advisors
Wisconsin
$258K -$228K -626 -48%
CP
652
Canopy Partners
Ohio
$258K – – –
TAM
653
Titleist Asset Management
Texas
$258K – – –
EFMC
654
Empire Financial Management Company
New York
$257K -$10.9K -30 -4%
SCTC
655
Sanibel Captiva Trust Company
Florida
$256K – – –
CIM
656
CIM Investment Management
Pennsylvania
$253K – – –
KAM
657
Knightsbridge Asset Management
California
$253K – – –
GSAM
658
Grant Street Asset Management
Pennsylvania
$252K -$5.47K -15 -2%
PJWM
659
Philip James Wealth Mangement
Georgia
$251K +$365 +1 +0.2%
LTAS
660
Linden Thomas Advisory Services
North Carolina
$250K +$240K +659 New
SS
661
Sunbelt Securities
Texas
$248K +$189K +518 +381%
MWP
662
Meridian Wealth Partners
Pennsylvania
$246K – – –
BHIA
663
Birch Hill Investment Advisors
Massachusetts
$246K – – –
RWM
664
Rezny Wealth Management
Florida
$246K – – –
RT
665
Rockland Trust
Massachusetts
$246K – – –
PWMG
666
Private Wealth Management Group
New Jersey
$244K – – –
OIA
667
OneDigital Investment Advisors
Kansas
$241K – – –
BW
668
BostonPremier Wealth
Massachusetts
$240K -$455K -1,247 -66%
SFP
669
SwitchPoint Financial Planning
Utah
$240K – – –
AIM
670
AHL Investment Management
Florida
$240K -$49.2K -135 -18%
BM
671
Berman McAleer
Maryland
$239K +$230K +632 New
PCFFS
672
Pacific Center for Financial Services
California
$239K – – –
PIM
673
Penobscot Investment Management
Massachusetts
$237K – – –
OAS
674
Optivise Advisory Services
Tennessee
$236K -$884K -2,425 -80%
LWM
675
LJI Wealth Management
Indiana
$233K -$11.7K -32 -5%
25 26
27
28 29