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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
376
Ferguson Wellman Capital Management
Oregon
$308K +$541 +3 +0.2%
SWPG
377
Strategic Wealth Partners Group
Illinois
$306K -$4.69K -26 -2%
AP
378
Appleton Partners
Massachusetts
$306K – – –
WAP
379
Wealthcare Advisory Partners
Pennsylvania
$306K – – –
LRIA
380
Leonard Rickey Investment Advisors
Washington
$293K -$27K -150 -9%
PS
381
Portfolio Solutions
Michigan
$293K – – –
WB
382
WesBanco Bank
West Virginia
$292K – – –
PP
383
PagnatoKarp Partners
Virginia
$291K -$33K -183 -11%
BFG
384
Barber Financial Group
Kansas
$290K -$76.1K -422 -22%
CA
385
Calton & Associates
Florida
$290K -$47.2K -262 -15%
PRWA
386
Platte River Wealth Advisors
Colorado
$290K +$278K +1,540 New
OWD
387
Osborn Williams & Donohoe
Ohio
$287K – – –
RFC
388
Regions Financial Corp
Alabama
$286K -$14.4K -80 -5%
CCA
389
Column Capital Advisors
Indiana
$286K +$274K +1,520 New
WJWM
390
Williams Jones Wealth Management
New York
$285K – – –
FPCG
391
Fort Pitt Capital Group
Pennsylvania
$283K – – –
SCM
392
SOL Capital Management
Maryland
$279K -$9.01K -50 -3%
PO
393
Private Ocean
California
$277K -$96.4K -535 -27%
EIA
394
Eldridge Investment Advisors
New Hampshire
$276K +$180 +1 +0.1%
WCWM
395
Willow Creek Wealth Management
California
$272K – – –
PFBT
396
Parkside Financial Bank & Trust
Missouri
$270K -$246K -1,367 -49%
MWM
397
Madison Wealth Management
Ohio
$269K +$257K +1,425 New
PGFC
398
Peapack-Gladstone Financial Corp
New Jersey
$264K – – –
BIC
399
Beach Investment Counsel
Pennsylvania
$263K – – –
I
400
INVST
Indiana
$263K +$14.2K +79 +6%
14 15
16
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