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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
401
Waypoint Wealth Partners
California
$497K – – –
CCM
402
Coldstream Capital Management
Washington
$494K -$453K -1,750 -48%
DFC
403
DBK Financial Counsel
Ohio
$483K -$118K -455 -20%
MIM
404
MTM Investment Management
South Carolina
$476K – – –
JIR
405
James Investment Research
Ohio
$471K – – –
HPC
406
HM Payson & Co
Maine
$470K – – –
RW
407
RVW Wealth
California
$470K – – –
VNB
408
Virginia National Bank
Virginia
$468K +$462K +1,784 New
PWPS
409
Pinnacle Wealth Planning Services
Ohio
$466K +$68.3K +264 +17%
CPO
410
Cerity Partners OCIO
New York
$464K -$17.3K -67 -4%
UBV
411
United Bank (Virginia)
Virginia
$464K – – –
RIA
412
Realta Investment Advisors
Delaware
$459K -$34.4K -133 -7%
BC
413
Bartlett & Co
Ohio
$457K +$94.5K +365 +27%
BCWM
414
Bartlett & Co Wealth Management
Ohio
$457K +$94.5K +365 +27%
RWM
415
RKL Wealth Management
Pennsylvania
$454K +$1.29K +5 +0.3%
BWA
416
Burt Wealth Advisors
Maryland
$448K +$151K +583 +52%
BHIA
417
Birch Hill Investment Advisors
Massachusetts
$446K -$12.9K -50 -3%
LW
418
Linscomb Wealth
Texas
$443K – – –
ECG
419
EPIQ Capital Group
California
$441K +$1.29K +5 +0.3%
GP
420
Girard Partners
Pennsylvania
$440K – – –
FWM
421
Frontier Wealth Management
Missouri
$436K – – –
GWM
422
Greenhouse Wealth Management
Connecticut
$434K – – –
PJSIMP
423
P.J. Schmidt Investment Management (PJS)
Wisconsin
$430K – – –
QPWM
424
Quadrant Private Wealth Management
Pennsylvania
$423K +$1.29K +5 +0.3%
IWC
425
Integrated Wealth Concepts
Massachusetts
$423K +$140K +542 +51%
15 16
17
18 19