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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
276
Curi RMB Capital
Illinois
$247K – – –
WB
277
WesBanco Bank
West Virginia
$245K -$1.71K -12 -0.7%
APP
278
Avantax Planning Partners
Iowa
$244K -$1.71K -12 -0.7%
GP
279
Girard Partners
Pennsylvania
$242K – – –
GMA
280
Goldstein Munger & Associates
California
$241K -$11.7K -82 -5%
SGCA
281
Steel Grove Capital Advisors
Tennessee
$240K – – –
CNBT
282
Canandaigua National Bank & Trust
New York
$238K +$235K +1,651 New
BTS
283
BB&T Securities
Virginia
$234K -$103K -724 -31%
RWM
284
RKL Wealth Management
Pennsylvania
$231K – – –
SI
285
SII Investments
Wisconsin
$231K +$229K +1,614 New
IC
286
Iconiq Capital
California
$229K – – –
HA
287
Harfst & Associates
Wyoming
$226K +$2.27K +16 +1%
PS
288
Portfolio Solutions
Michigan
$224K – – –
BOS
289
Bingham Osborn & Scarborough
California
$220K – – –
RFC
290
Regions Financial Corp
Alabama
$220K – – –
WJA
291
Williams Jones & Associates
New York
$217K – – –
SGAM
292
Steinberg Global Asset Management
Florida
$212K – – –
PAG
293
Pinnacle Advisory Group
Maryland
$201K +$199K +1,399 New
PK
294
Pflug Koory
Nebraska
$200K – – –
AWA
295
ARS Wealth Advisors
Florida
$200K +$198K +1,390 New
TC
296
Trust Company
Kansas
$182K – – –
VWA
297
V Wealth Advisors
Kansas
$178K +$176K +1,240 New
ACM
298
Armbruster Capital Management
New York
$173K – – –
BWA
299
Burt Wealth Advisors
Maryland
$172K – – –
NFG
300
Next Financial Group
Texas
$158K – – –
10 11
12
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