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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
351
Cerity Partners OCIO
New York
$293K – – –
VWA
352
VERITY Wealth Advisors
United States
$292K -$52.7K -296 -13%
BHIA
353
Birch Hill Investment Advisors
Massachusetts
$292K -$8.9K -50 -2%
CAW
354
Cornerstone Advisors (Washington)
Washington
$288K -$12.3K -69 -3%
MGIA
355
Moneta Group Investment Advisors
Missouri
$286K +$38.1K +214 +12%
VWA
356
V Wealth Advisors
Kansas
$281K +$337K +1,896 New
GT
357
Glenview Trust
Kentucky
$278K +$5.34K +30 +2%
BWM
358
Brickley Wealth Management
California
$275K – – –
MAS
359
Madden Advisory Services
Florida
$275K – – –
PA
360
Paracle Advisors
Washington
$275K +$330K +1,856 New
NFG
361
Nations Financial Group
Iowa
$271K +$125K +705 +63%
PJSIMP
362
P.J. Schmidt Investment Management (PJS)
Wisconsin
$267K -$71.2K -400 -18%
AAS
363
Avantax Advisory Services
Texas
$266K -$85.2K -479 -21%
HPC
364
HM Payson & Co
Maine
$266K -$51.4K -289 -14%
JIR
365
James Investment Research
Ohio
$266K – – –
UBV
366
United Bank (Virginia)
Virginia
$263K – – –
WAP
367
Wealthcare Advisory Partners
Pennsylvania
$262K +$25.3K +142 +9%
HIA
368
Harbor Investment Advisory
Maryland
$262K +$165K +930 +111%
PO
369
Private Ocean
California
$257K +$47K +264 +18%
PWM
370
Perigon Wealth Management
California
$256K +$284K +1,597 New
A
371
AdvicePeriod
California
$251K – – –
MYIA
372
Mount Yale Investment Advisors
Colorado
$249K -$5.52K -31 -2%
GP
373
Girard Partners
Pennsylvania
$249K – – –
RWM
374
RKL Wealth Management
Pennsylvania
$249K – – –
PG
375
Patten Group
Tennessee
$248K -$21.4K -120 -7%
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