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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
326
Portfolio Solutions
Michigan
$246K – – –
BOS
327
Bingham Osborn & Scarborough
California
$241K +$154 +1 +0.1%
APP
328
Avantax Planning Partners
Iowa
$239K – – –
WJA
329
Williams Jones & Associates
New York
$239K – – –
KJWM
330
Kiley Juergens Wealth Management
Washington
$237K +$231K +1,501 New
RFC
331
Regions Financial Corp
Alabama
$236K -$1.54K -10 -0.7%
HA
332
Harfst & Associates
Wyoming
$235K -$6.32K -41 -3%
CTC
333
Central Trust Company
Missouri
$234K -$98.7K -640 -30%
SGAM
334
Steinberg Global Asset Management
Florida
$233K – – –
FAIM
335
Financial Advocates Investment Management
Washington
$233K +$227K +1,470 New
CHA
336
Cooper/Haims Advisors
New York
$232K +$226K +1,468 New
TFCP
337
Twin Focus Capital Partners
Massachusetts
$227K -$60.8K -394 -22%
WAP
338
Wealthcare Advisory Partners
Pennsylvania
$227K -$16.7K -108 -7%
PGFC
339
Peapack-Gladstone Financial Corp
New Jersey
$221K +$216K +1,400 New
CF
340
Corrigan Financial
Rhode Island
$219K +$1.54K +10 +0.7%
RIA
341
Regal Investment Advisors
Michigan
$219K +$214K +1,388 New
JWBC
342
J.W. Burns & Co
New York
$214K -$84.8K -550 -29%
BFPW
343
BOK Financial Private Wealth
Colorado
$213K – – –
AAM
344
Aureus Asset Management
Massachusetts
$207K +$202K +1,310 New
HTC
345
Haverford Trust Company
Pennsylvania
$206K +$200K +1,300 New
BO
346
BRR OpCo
Ohio
$206K +$201K +1,301 New
TNB
347
Thomasville National Bank
Georgia
$204K +$199K +1,290 New
LCM
348
Lucas Capital Management
New Jersey
$202K -$15.4K -100 -7%
MWM
349
Meridian Wealth Management
Kentucky
$202K +$196K +1,274 New
PK
350
Pflug Koory
Nebraska
$196K -$23.1K -150 -11%
12 13
14
15 16