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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
151
Parkside Financial Bank & Trust
Missouri
$535K -$5.07K -43 -0.9%
CA
152
Cetera Advisors
Colorado
$524K -$29.1K -247 -5%
CPA
153
Court Place Advisors
Maryland
$520K +$1.89K +16 +0.4%
CDIA
154
Capital Directions Investment Advisors
Georgia
$518K – – –
AIA
155
Arbor Investment Advisors
North Carolina
$502K +$3.06K +26 +0.6%
FNBT
156
FineMark National Bank & Trust
Florida
$499K -$262K -2,220 -34%
FLPIM
157
F.L. Putnam Investment Management
Massachusetts
$491K -$23.6K -200 -5%
FWIA
158
Fort Washington Investment Advisors
Ohio
$490K -$45.2K -384 -8%
NFG
159
Next Financial Group
Texas
$487K +$491K +4,168 New
CTA
160
Chesley Taft & Associates
Illinois
$471K – – –
RPGK
161
Retirement Planning Group (Kansas)
Kansas
$471K – – –
BSW
162
Buckingham Strategic Wealth
Missouri
$446K +$118 +1 +0%
NEAM
163
New England Asset Management
Connecticut
$430K – – –
FCI
164
Financial Counselors Inc
Kansas
$422K – – –
TAM
165
Trillium Asset Management
Massachusetts
$420K +$424K +3,600 New
LNWWM
166
Laird Norton Wetherby Wealth Management
California
$418K – – –
PJSIMP
167
P.J. Schmidt Investment Management (PJS)
Wisconsin
$409K -$177K -1,500 -30%
SCA
168
Salient Capital Advisors
Texas
$361K -$58.9K -500 -14%
LC
169
Lourd Capital
California
$353K – – –
BEC
170
Blue Edge Capital
Virginia
$350K – – –
SC
171
SouthState Corp
Florida
$349K – – –
SCM
172
SOL Capital Management
Maryland
$342K – – –
EAM
173
Evanson Asset Management
California
$333K +$65K +552 +24%
CBN
174
Cadence Bank NA
Texas
$332K – – –
PA
175
Paracle Advisors
Washington
$332K +$336K +2,849 New
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