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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
UFF
401
USA Financial Formulas
Michigan
$333K -$25.1K -108 -7%
CPFP
402
Clear Perspectives Financial Planning
Ohio
$333K -$11.1K -48 -3%
HTC
403
Haverford Trust Company
Pennsylvania
$332K – – –
BIC
404
Beach Investment Counsel
Pennsylvania
$331K – – –
CA
405
CGN Advisors
Kansas
$331K – – –
CNB
406
Camden National Bank
Maine
$330K – – –
CNC
407
Camden National Corporation
Maine
$330K +$323K +1,390 New
PFBT
408
Parkside Financial Bank & Trust
Missouri
$327K – – –
BCWM
409
Bartlett & Co Wealth Management
Ohio
$326K +$4.88K +21 +2%
BC
410
Bartlett & Co
Ohio
$326K +$4.88K +21 +2%
WGAM
411
Wilkinson Global Asset Management
New York
$320K +$313K +1,347 New
RSWM
412
Robertson Stephens Wealth Management
California
$318K – – –
WFA
413
Wade Financial Advisory
California
$316K – – –
VWA
414
V Wealth Advisors
Kansas
$313K – – –
ZIC
415
ZWJ Investment Counsel
Georgia
$311K +$304K +1,311 New
WCWM
416
Willow Creek Wealth Management
California
$310K – – –
BO
417
BRR OpCo
Ohio
$309K – – –
CCA
418
Column Capital Advisors
Indiana
$309K – – –
HTHT
419
Hemenway Trust Hemenway Trust
New Hampshire
$308K -$46.5K -200 -13%
SSC
420
Syverson Strege & Co
Iowa
$308K -$10.7K -46 -3%
AP
421
Appleton Partners
Massachusetts
$308K – – –
BDF
422
Balasa Dinverno & Foltz
$308K – – –
SWPG
423
Strategic Wealth Partners Group
Illinois
$308K – – –
CWS
424
Cypress Wealth Services
California
$308K +$18.6K +80 +7%
PS
425
Portfolio Solutions
Michigan
$307K – – –
15 16
17
18 19