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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
YWM
276
Yardley Wealth Management
Pennsylvania
$1.85M -$47.6K -142 -2%
MCM
277
MAI Capital Management
Ohio
$1.84M +$1.34K +4 +0.1%
VPP
278
Vertex Planning Partners
Illinois
$1.84M -$23.5K -70 -1%
HFS
279
Heritage Financial Services
Massachusetts
$1.83M -$132K -393 -6%
NF
280
Nvest Financial
New Hampshire
$1.8M +$4.69K +14 +0.2%
DF
281
Dunhill Financial
United Kingdom
$1.8M -$382K -1,139 -17%
ACA
282
Aptus Capital Advisors
Alabama
$1.8M -$335 -1 -0%
IBOK
283
Independence Bank of Kentucky
Kentucky
$1.79M -$65.4K -195 -3%
SMWM
284
Silvia McColl Wealth Management
California
$1.77M -$9.05K -27 -0.5%
RPC
285
Rossmore Private Capital
Connecticut
$1.77M +$30.2K +90 +2%
MFT
286
Moisand Fitzgerald Tamayo
Florida
$1.76M – – –
VP
287
Verum Partners
North Carolina
$1.76M – – –
IFG
288
Independent Financial Group
California
$1.76M +$321K +957 +21%
WA
289
Wealth Architects
California
$1.75M – – –
CTC
290
Central Trust Company
Missouri
$1.74M -$10.4K -31 -0.6%
FWP
291
Fiduciary Wealth Partners
Massachusetts
$1.73M +$1.83M +5,460 New
SB
292
Strategic Blueprint
Georgia
$1.7M +$10.4K +31 +0.6%
AIP
293
Almanack Investment Partners
Pennsylvania
$1.69M +$1.78M +5,315 New
BFG
294
Beacon Financial Group
Texas
$1.69M -$51K -152 -3%
LNB
295
Ledyard National Bank
$1.68M -$31.5K -94 -2%
PGA
296
Portland Global Advisors
Maine
$1.68M – – –
KL
297
KilterHowling LLC
Colorado
$1.67M +$4.36K +13 +0.3%
HPA
298
High Probability Advisors
New York
$1.65M – – –
AFA
299
Avant Financial Advisors
Texas
$1.63M +$57K +170 +3%
HIS
300
Harvest Investment Services
Illinois
$1.61M +$1.7M +5,066 New
10 11
12
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