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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
301
Curi RMB Capital
Illinois
$268K – – –
SPC
302
Sigma Planning Corp
Michigan
$265K -$158K -978 -37%
GP
303
Girard Partners
Pennsylvania
$263K – – –
GMA
304
Goldstein Munger & Associates
California
$262K – – –
SGCA
305
Steel Grove Capital Advisors
Tennessee
$261K – – –
PIM
306
Penobscot Investment Management
Massachusetts
$260K -$38.4K -238 -13%
FCFS
307
First Command Financial Services
Texas
$259K +$268K +1,656 New
FCB
308
First Command Bank
Texas
$259K +$268K +1,656 New
CNBT
309
Canandaigua National Bank & Trust
New York
$258K – – –
VCM
310
Vigilant Capital Management
Maine
$258K – – –
DIA
311
Dana Investment Advisors
Wisconsin
$256K -$59.3K -367 -18%
FWCM
312
Ferguson Wellman Capital Management
Oregon
$256K -$21.3K -132 -7%
RWM
313
RKL Wealth Management
Pennsylvania
$254K +$1.13K +7 +0.4%
PFA
314
Pathway Financial Advisors
Vermont
$250K – – –
CAL
315
Capital Analysts LLC
Pennsylvania
$249K -$10.2K -63 -4%
GT
316
Glenview Trust
Kentucky
$244K – – –
PS
317
Portfolio Solutions
Michigan
$243K – – –
SCM
318
SOL Capital Management
Maryland
$240K -$152K -943 -38%
BOS
319
Bingham Osborn & Scarborough
California
$239K – – –
WCWM
320
Willow Creek Wealth Management
California
$238K +$246K +1,520 New
APP
321
Avantax Planning Partners
Iowa
$236K – – –
WJA
322
Williams Jones & Associates
New York
$236K – – –
FAIM
323
Financial Advocates Investment Management
Washington
$235K +$4.85K +30 +2%
CHA
324
Cooper/Haims Advisors
New York
$230K – – –
SGAM
325
Steinberg Global Asset Management
Florida
$230K – – –
11 12
13
14 15