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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
201
Simon Quick Advisors
New Jersey
$4.5M +$287K +742 +7%
EH
202
Equitable Holdings
New York
$4.4M +$258K +668 +6%
SAI
203
Savvy Advisors Inc
New York
$4.4M -$279K -721 -6%
LFS
204
Lutz Financial Services
Nebraska
$4.39M -$124K -321 -3%
MCM
205
MAI Capital Management
Ohio
$4.36M +$229K +591 +5%
IIM
206
Ironwood Investment Management
Massachusetts
$4.18M +$203K +524 +5%
TFCP
207
Twin Focus Capital Partners
Massachusetts
$4.17M – – –
IDA
208
Intelligence Driven Advisers
California
$4.17M -$223K -576 -5%
FHC
209
First Heartland Consultants
Missouri
$3.98M -$50.3K -130 -1%
SPP
210
Single Point Partners
Massachusetts
$3.96M +$2.32K +6 +0.1%
SWA
211
Sax Wealth Advisors
New Jersey
$3.93M – – –
CWM
212
Chesapeake Wealth Management
Virginia
$3.83M -$38.3K -99 -1%
C
213
Certuity
Florida
$3.81M +$6.19K +16 +0.2%
NG
214
Norden Group
Utah
$3.79M -$277K -717 -7%
MFA
215
McClarren Financial Advisors
Pennsylvania
$3.76M +$1.42M +3,677 +57%
MA
216
Mosaic Advisors
Texas
$3.76M +$637K +1,646 +22%
SWP
217
Stratos Wealth Partners
Ohio
$3.7M +$24.4K +63 +0.6%
SHGA
218
Sand Hill Global Advisors
California
$3.57M -$30.2K -78 -0.8%
AA
219
Alesco Advisors
New York
$3.56M – – –
ZF
220
Zhang Financial
Michigan
$3.54M -$194K -501 -5%
FWIA
221
Fort Washington Investment Advisors
Ohio
$3.49M – – –
OSAM
222
O'Shaughnessy Asset Management
Connecticut
$3.47M -$4.51M -11,657 -55%
IFWM
223
Institute for Wealth Management
Colorado
$3.47M – – –
SB
224
Simmons Bank
Arkansas
$3.47M -$189K -489 -5%
CIA
225
Concurrent Investment Advisors
Florida
$3.39M -$33.2M -85,710 -90%
7 8
9
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