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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
BPWM
301
Badgley Phelps Wealth Managers
Washington
$1.14M +$209K +772 +23%
IA
302
IFG Advisory
Georgia
$1.14M -$141K -520 -11%
LBC
303
Lowe Brockenbrough & Co
Virginia
$1.13M +$151K +556 +16%
MPCG
304
Matrix Private Capital Group
New York
$1.12M -$97.5K -360 -8%
SSWM
305
Smith Salley Wealth Management
North Carolina
$1.12M -$54.7K -202 -5%
VCP
306
Vista Capital Partners
Oregon
$1.12M – – –
OMIC
307
Old Mission Investment Co
Michigan
$1.1M – – –
CPA
308
Court Place Advisors
Maryland
$1.09M -$36.3K -134 -3%
IFG
309
Independent Financial Group
California
$1.09M -$95.9K -354 -8%
APG
310
Abacus Planning Group
South Carolina
$1.08M – – –
IWMA
311
Ironwood Wealth Management (Arizona)
Arizona
$1.08M – – –
DSA
312
Davis Selected Advisers
Arizona
$1.07M +$1.05M +3,859 New
RCS
313
Retirement Capital Strategies
California
$1.05M +$1.03M +3,784 New
LAS
314
LWM Advisory Services
Florida
$1.04M +$1.01M +3,741 New
AI
315
Atria Investments
North Carolina
$1.03M +$1.01M +3,726 New
PP
316
Prosperity Planning
Missouri
$1.03M -$98.9K -365 -9%
CCT
317
Country Club Trust
Missouri
$1.02M – – –
BTWM
318
Baker Tilly Wealth Management
Wisconsin
$1.01M -$61.5K -227 -6%
ST
319
Sabal Trust
Florida
$1.01M – – –
CCM
320
Coldstream Capital Management
Washington
$1.01M +$2.17K +8 +0.2%
OMC
321
Old Mission Capital
Illinois
$999K +$975K +3,600 New
PFA
322
Pure Financial Advisors
California
$989K -$10.6K -39 -1%
XF
323
XML Financial
Maryland
$985K – – –
SW
324
SkyOak Wealth
Michigan
$982K -$9.21K -34 -1%
CWM
325
Circle Wealth Management
New Jersey
$982K – – –
11 12
13
14 15