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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
SCTC
676
Sanibel Captiva Trust Company
Florida
$237K – – –
GSEP
677
Golden State Equity Partners
California
$237K -$12.3K -38 -5%
CIM
678
CIM Investment Management
Pennsylvania
$234K -$245K -755 -53%
KAM
679
Knightsbridge Asset Management
California
$234K +$217K +668 New
MAM
680
Marquette Asset Management
Minnesota
$232K – – –
PJWM
681
Philip James Wealth Mangement
Georgia
$232K +$650 +2 +0.3%
CFS
682
CRA Financial Services
New Jersey
$232K – – –
CG
683
CFO4Life Group
Texas
$231K -$53.6K -165 -20%
OCPWS
684
One Charles Private Wealth Services
Massachusetts
$231K – – –
KAS
685
KPP Advisory Services
Kentucky
$230K +$212K +654 New
MWP
686
Meridian Wealth Partners
Pennsylvania
$228K – – –
BHIA
687
Birch Hill Investment Advisors
Massachusetts
$228K – – –
RWM
688
Rezny Wealth Management
Florida
$228K – – –
RT
689
Rockland Trust
Massachusetts
$228K – – –
WJWM
690
Williams Jones Wealth Management
New York
$228K +$211K +650 New
LWM
691
LJI Wealth Management
Indiana
$227K +$210K +647 New
PWMG
692
Private Wealth Management Group
New Jersey
$226K – – –
OIA
693
OneDigital Investment Advisors
Kansas
$223K – – –
SFP
694
SwitchPoint Financial Planning
Utah
$223K – – –
PCFFS
695
Pacific Center for Financial Services
California
$221K – – –
FCAS
696
First Command Advisory Services
Texas
$221K -$16.6K -51 -8%
PIM
697
Penobscot Investment Management
Massachusetts
$220K +$203K +626 New
PCM
698
Parsons Capital Management
Rhode Island
$219K +$203K +625 New
AUB
699
Atlantic Union Bankshares
Virginia
$219K +$203K +624 New
GFL
700
Granite FO LLC
New Hampshire
$215K – – –
26 27
28
29 30