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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
401
Bartlett & Co
Ohio
$239K +$169K +1,000 +308%
WFA
402
Wade Financial Advisory
California
$239K +$225K +1,330 New
BCWM
403
Bartlett & Co Wealth Management
Ohio
$239K +$169K +1,000 +308%
VWA
404
V Wealth Advisors
Kansas
$238K -$97.4K -575 -30%
SWPG
405
Strategic Wealth Partners Group
Illinois
$234K +$220K +1,297 New
BO
406
BRR OpCo
Ohio
$234K +$220K +1,301 New
PS
407
Portfolio Solutions
Michigan
$233K -$44.4K -262 -17%
TNB
408
Thomasville National Bank
Georgia
$232K – – –
PL
409
Plancorp LLC
Missouri
$231K +$217K +1,281 New
ZCA
410
Zeke Capital Advisors
Pennsylvania
$228K -$60.3K -356 -22%
MWM
411
Meridian Wealth Management
Kentucky
$227K +$214K +1,262 New
CRC
412
Curi RMB Capital
Illinois
$224K -$51.7K -305 -20%
LRIA
413
Leonard Rickey Investment Advisors
Washington
$222K -$55.6K -328 -21%
CCMW
414
Cypress Capital Management (Wyoming)
Wyoming
$222K -$3.39K -20 -2%
SPIA
415
Steward Partners Investment Advisory
New York
$220K +$207K +1,223 New
MYIA
416
Mount Yale Investment Advisors
Colorado
$219K -$78.6K -464 -28%
CWS
417
Cypress Wealth Services
California
$219K +$206K +1,217 New
KIA
418
KCM Investment Advisors
California
$219K +$207K +1,219 New
NEGWA
419
New England Guild Wealth Advisors
Connecticut
$218K -$25.4K -150 -11%
SWM
420
Sugarloaf Wealth Management
Georgia
$217K -$16.4K -97 -7%
CG
421
Colony Group
Massachusetts
$217K +$205K +1,207 New
BWA
422
Burt Wealth Advisors
Maryland
$216K – – –
RWA
423
RGT Wealth Advisors
Texas
$215K +$202K +1,192 New
BDF
424
Balasa Dinverno & Foltz
$213K -$342K -2,017 -63%
CAM
425
Cubic Asset Management
Massachusetts
$213K -$83K -490 -29%
15 16
17
18 19