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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
176
Ascent Wealth Partners
New York
$4.78M -$145K -510 -3%
MLFP
177
MPS Loria Financial Planners
Illinois
$4.78M +$191K +670 +4%
SIM
178
Strategic Investment Management
Virginia
$4.77M – – –
LFS
179
Lutz Financial Services
Nebraska
$4.58M – – –
EWA
180
EP Wealth Advisors
California
$4.52M -$18.8K -66 -0.4%
AWA
181
Aquire Wealth Advisors
Utah
$4.52M -$73.9K -259 -2%
STA
182
Summit Trail Advisors
New York
$4.52M – – –
SB
183
Simmons Bank
Arkansas
$4.52M -$57.1K -200 -1%
CAM
184
Cozad Asset Management
Illinois
$4.37M – – –
WI
185
WBI Investments
New Jersey
$4.3M +$506K +1,773 +14%
FPAS
186
Focus Partners Advisor Solutions
Missouri
$4.25M +$3.47M +12,175 +608%
CA
187
Cambridge Associates
Massachusetts
$4.22M +$941K +3,299 +31%
VFA
188
Valeo Financial Advisors
Indiana
$4.21M – – –
CFG
189
Citizens Financial Group
Rhode Island
$4.16M -$12K -42 -0.3%
FHC
190
First Heartland Consultants
Missouri
$4.14M -$6.74M -23,627 -63%
MPPLM
191
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.11M -$292K -1,023 -7%
BFC
192
Blue Fin Capital
Rhode Island
$4.1M -$5.99K -21 -0.2%
CSWM
193
Cassady Schiller Wealth Management
Ohio
$3.98M -$571 -2 -0%
GP
194
Greenline Partners
New York
$3.97M – – –
TFCP
195
Twin Focus Capital Partners
Massachusetts
$3.88M – – –
ECG
196
Edge Capital Group
Georgia
$3.86M -$9.7K -34 -0.3%
AHC
197
Anderson Hoagland & Co
Missouri
$3.81M +$561K +1,965 +18%
CCB
198
Country Club Bank
Missouri
$3.77M -$79.9K -280 -2%
CA
199
Cetera Advisors
Colorado
$3.73M -$785K -2,752 -18%
LC
200
Lindbrook Capital
California
$3.69M -$28.5K -100 -0.8%
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