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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
276
Curi RMB Capital
Illinois
$498K -$300K -1,728 -38%
BEC
277
Blue Edge Capital
Virginia
$496K – – –
PFBT
278
Parkside Financial Bank & Trust
Missouri
$487K – – –
RP
279
Rice Partnership
Hawaii
$479K +$94.5K +545 +25%
SFWC
280
Strategic Family Wealth Counselors
New Jersey
$465K -$49.1K -283 -10%
PP
281
PrairieView Partners
Minnesota
$464K +$463K +2,669 New
SC
282
Scotia Capital
Ontario, Canada
$460K +$460K +2,650 New
SMFS
283
Squar Milner Financial Services
California
$458K – – –
PWPS
284
Pinnacle Wealth Planning Services
Ohio
$443K +$111K +640 +34%
CCM
285
Cribstone Capital Management
Maine
$441K -$10.2K -59 -2%
FLPIM
286
F.L. Putnam Investment Management
Massachusetts
$425K +$35.7K +206 +9%
CBN
287
Cadence Bank NA
Texas
$422K -$21.3K -123 -5%
IA
288
IFP Advisors
Florida
$421K +$421K +2,427 New
CCM
289
Coldstream Capital Management
Washington
$418K +$2.25K +13 +0.5%
SPC
290
Sigma Planning Corp
Michigan
$417K +$17.7K +102 +4%
LJHT
291
Laurie J. Hall Trustee
$413K – – –
AA
292
Ancora Advisors
Ohio
$409K – – –
PCG
293
Private Capital Group
Connecticut
$408K -$24.6K -142 -6%
GC
294
Gibson Capital
Pennsylvania
$405K – – –
SW
295
SlateStone Wealth
Florida
$404K +$404K +2,327 New
LBC
296
Lowe Brockenbrough & Co
Virginia
$399K – – –
FWM
297
Frontier Wealth Management
Missouri
$396K – – –
VWA
298
VERITY Wealth Advisors
United States
$393K – – –
TNB
299
TCF National Bank
South Dakota
$390K +$389K +2,244 New
CFA
300
Capstone Financial Advisors
Illinois
$384K +$383K +2,210 New
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