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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
176
EP Wealth Advisors
California
$3.99M +$146M +608,362 +1,648%
BCM
177
BTC Capital Management
Iowa
$3.97M – – –
WCG
178
Wall Capital Group
Arizona
$3.94M +$3.69M +15,337 New
MLFP
179
MPS Loria Financial Planners
Illinois
$3.9M -$84.2K -350 -2%
LFS
180
Lutz Financial Services
Nebraska
$3.88M – – –
FHB
181
First Hawaiian Bank
Hawaii
$3.81M -$8.18K -34 -0.2%
RWM
182
Raffa Wealth Management
District of Columbia
$3.76M – – –
CAM
183
Cozad Asset Management
Illinois
$3.7M – – –
STA
184
Summit Trail Advisors
New York
$3.62M +$3.43M +14,243 New
CWM
185
Cedar Wealth Management
California
$3.6M -$197K -821 -5%
BFC
186
Blue Fin Capital
Rhode Island
$3.51M -$6.97K -29 -0.2%
C
187
Certuity
Florida
$3.48M +$5.53K +23 +0.2%
CCB
188
Country Club Bank
Missouri
$3.41M +$69K +287 +2%
TFCP
189
Twin Focus Capital Partners
Massachusetts
$3.38M -$6.28M -26,100 -66%
CSWM
190
Cassady Schiller Wealth Management
Ohio
$3.37M – – –
GP
191
Greenline Partners
New York
$3.37M – – –
V
192
Veritable
Delaware
$3.28M +$1.92K +8 +0.1%
MGIA
193
Moneta Group Investment Advisors
Missouri
$3.26M -$1.43M -5,940 -32%
EC
194
Estate Counselors
Wisconsin
$3.25M +$269K +1,120 +10%
MWM
195
Moran Wealth Management
Florida
$3.09M +$302K +1,257 +12%
SHGA
196
Sand Hill Global Advisors
California
$3.07M -$18.5K -77 -0.6%
BPA
197
Beacon Pointe Advisors
California
$3.05M -$210K -873 -7%
WCM
198
Wealthcare Capital Management
Virginia
$3.04M – – –
SQA
199
Simon Quick Advisors
New Jersey
$2.98M -$31.5K -131 -1%
WI
200
WBI Investments
New Jersey
$2.98M -$47.9K -199 -2%
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