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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
426
V Wealth Advisors
Kansas
$295K +$277K +1,321 New
WCWM
427
Willow Creek Wealth Management
California
$292K -$19.7K -94 -7%
CCA
428
Column Capital Advisors
Indiana
$291K -$42.6K -203 -13%
AP
429
Appleton Partners
Massachusetts
$291K -$21K -100 -7%
BO
430
BRR OpCo
Ohio
$291K – – –
SWPG
431
Strategic Wealth Partners Group
Illinois
$290K +$420 +2 +0.2%
BDF
432
Balasa Dinverno & Foltz
$290K +$24.8K +118 +10%
PS
433
Portfolio Solutions
Michigan
$289K – – –
BA
434
Bluesphere Advisors
Pennsylvania
$289K +$272K +1,294 New
Steward Partners Investment Advisory
435
Steward Partners Investment Advisory
New York
$288K -$1.47K -7 -0.5%
Perigon Wealth Management
436
Perigon Wealth Management
California
$288K – – –
TNB
437
Thomasville National Bank
Georgia
$288K – – –
Plancorp LLC
438
Plancorp LLC
Missouri
$286K – – –
ZCA
439
Zeke Capital Advisors
Pennsylvania
$283K – – –
Meridian Wealth Management
440
Meridian Wealth Management
Kentucky
$282K – – –
Curi RMB Capital
441
Curi RMB Capital
Illinois
$278K -$13.7K -65 -5%
LRIA
442
Leonard Rickey Investment Advisors
Washington
$275K – – –
CWS
443
Cypress Wealth Services
California
$272K +$256K +1,218 New
NEGWA
444
New England Guild Wealth Advisors
Connecticut
$270K – – –
CF
445
Corrigan Financial
Rhode Island
$262K -$210 -1 -0.1%
CCMW
446
Cypress Capital Management (Wyoming)
Wyoming
$261K -$840 -4 -0.3%
Oppenheimer & Co
447
Oppenheimer & Co
New York
$261K +$840 +4 +0.3%
FCB
448
First Command Bank
Texas
$260K – – –
FCFS
449
First Command Financial Services
Texas
$260K – – –
FHA
450
Flagship Harbor Advisors
Massachusetts
$259K +$141K +672 +139%