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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
426
Willow Creek Wealth Management
California
$292K -$19.7K -94 -7%
CCA
427
Column Capital Advisors
Indiana
$291K -$42.6K -203 -13%
AP
428
Appleton Partners
Massachusetts
$291K -$21K -100 -7%
BO
429
BRR OpCo
Ohio
$291K – – –
SWPG
430
Strategic Wealth Partners Group
Illinois
$290K +$420 +2 +0.2%
BDF
431
Balasa Dinverno & Foltz
$290K +$24.8K +118 +10%
PS
432
Portfolio Solutions
Michigan
$289K – – –
BA
433
Bluesphere Advisors
Pennsylvania
$289K +$272K +1,294 New
SPIA
434
Steward Partners Investment Advisory
New York
$288K -$1.47K -7 -0.5%
PWM
435
Perigon Wealth Management
California
$288K – – –
TNB
436
Thomasville National Bank
Georgia
$288K – – –
PL
437
Plancorp LLC
Missouri
$286K – – –
ZCA
438
Zeke Capital Advisors
Pennsylvania
$283K – – –
MWM
439
Meridian Wealth Management
Kentucky
$282K – – –
CRC
440
Curi RMB Capital
Illinois
$278K -$13.7K -65 -5%
LRIA
441
Leonard Rickey Investment Advisors
Washington
$275K – – –
CWS
442
Cypress Wealth Services
California
$272K +$256K +1,218 New
NEGWA
443
New England Guild Wealth Advisors
Connecticut
$270K – – –
CF
444
Corrigan Financial
Rhode Island
$262K -$210 -1 -0.1%
CCMW
445
Cypress Capital Management (Wyoming)
Wyoming
$261K -$840 -4 -0.3%
OC
446
Oppenheimer & Co
New York
$261K +$840 +4 +0.3%
FCB
447
First Command Bank
Texas
$260K – – –
FCFS
448
First Command Financial Services
Texas
$260K – – –
FHA
449
Flagship Harbor Advisors
Massachusetts
$259K +$141K +672 +139%
BWA
450
Burt Wealth Advisors
Maryland
$258K -$9.66K -46 -4%
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