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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
326
Flaharty Asset Management
Florida
$300K – – –
LRIA
327
Leonard Rickey Investment Advisors
Washington
$293K – – –
A
328
AdvicePeriod
California
$292K -$244K -1,440 -46%
AP
329
Appleton Partners
Massachusetts
$291K – – –
GP
330
Girard Partners
Pennsylvania
$289K – – –
RWM
331
RKL Wealth Management
Pennsylvania
$287K +$1.36K +8 +0.5%
FWCM
332
Ferguson Wellman Capital Management
Oregon
$281K – – –
PFA
333
Pathway Financial Advisors
Vermont
$276K – – –
BWM
334
Brickley Wealth Management
California
$268K -$5.6K -33 -2%
PS
335
Portfolio Solutions
Michigan
$268K – – –
RFC
336
Regions Financial Corp
Alabama
$268K +$7.12K +42 +3%
WB
337
WesBanco Bank
West Virginia
$266K – – –
CA
338
Calton & Associates
Florida
$265K +$19.7K +116 +8%
SCM
339
SOL Capital Management
Maryland
$264K – – –
BOS
340
Bingham Osborn & Scarborough
California
$263K – – –
OWD
341
Osborn Williams & Donohoe
Ohio
$263K – – –
EIA
342
Eldridge Investment Advisors
New Hampshire
$260K +$339 +2 +0.1%
FPCG
343
Fort Pitt Capital Group
Pennsylvania
$259K -$237K -1,400 -48%
PO
344
Private Ocean
California
$255K +$678 +4 +0.3%
WCWM
345
Willow Creek Wealth Management
California
$249K -$6.11K -36 -2%
CAL
346
Capital Analysts LLC
Pennsylvania
$241K -$32.7K -193 -12%
PGFC
347
Peapack-Gladstone Financial Corp
New Jersey
$241K – – –
BIC
348
Beach Investment Counsel
Pennsylvania
$241K +$237K +1,397 New
CNB
349
Camden National Bank
Maine
$240K – – –
SWM
350
Shakespeare Wealth Management
Wisconsin
$238K – – –
12 13
14
15 16