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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
Cerity Partners
51
Cerity Partners
New York
$46.2M +$38.5M +99,585 +398%
WRTC
52
Wind River Trust Company
Wyoming
$46M – – –
AQR Capital Management
53
AQR Capital Management
Connecticut
$45.5M +$7.35M +19,002 +18%
CG
54
Caprock Group
Idaho
$44.8M -$1.75M -4,526 -4%
Bessemer Group
55
Bessemer Group
New Jersey
$42.6M -$11.6M -29,865 -21%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$41.7M +$4.56M +11,778 +11%
PPC
57
Pennington Partners & Co
Maryland
$41.6M +$5.58M +14,432 +15%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$40.8M +$4.31M +11,149 +11%
AC
59
AlphaCore Capital
California
$39.5M -$1.47M -3,800 -3%
CA
60
Clearstead Advisors
Ohio
$38.5M +$682K +1,762 +2%
Osaic Holdings
61
Osaic Holdings
Arizona
$36.7M +$113K +293 +0.3%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$35.4M -$6.9M -17,836 -16%
TWM
63
Tanglewood Wealth Management
Texas
$34.6M +$7.19M +18,579 +25%
Mariner
64
Mariner
Kansas
$34M -$2.59M -6,689 -7%
SIM
65
Strategic Investment Management
Virginia
$32.2M +$15.1M +38,990 +81%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$30.1M -$2.83M -7,307 -8%
HWM
67
HB Wealth Management
Georgia
$29.8M +$146K +377 +0.5%
WPW
68
Waldron Private Wealth
Pennsylvania
$29.7M -$893K -2,309 -3%
HFS
69
Hantz Financial Services
Michigan
$29.7M -$913K -2,360 -3%
PWA
70
Provenance Wealth Advisors
Florida
$29.4M -$1.27M -3,292 -4%
BF
71
Brooklyn FI
New York
$28.9M +$3.84M +9,925 +15%
BJL
72
Brighton Jones LLC
Washington
$28.4M +$29.6M +76,523 New
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$27.9M -$550K -1,421 -2%
SC
74
Savant Capital
Illinois
$27.5M +$2.32M +5,990 +9%
GDP
75
Great Diamond Partners
Maine
$26.7M -$729K -1,884 -3%
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