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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
ZCA
426
Zeke Capital Advisors
Pennsylvania
$323K – – –
UFF
427
USA Financial Formulas
Michigan
$322K -$36.9K -148 -11%
CCA
428
Column Capital Advisors
Indiana
$319K -$13.5K -54 -4%
NEGWA
429
New England Guild Wealth Advisors
Connecticut
$313K – – –
AP
430
Appleton Partners
Massachusetts
$307K -$24.9K -100 -8%
PO
431
Private Ocean
California
$302K -$168K -675 -36%
LRIA
432
Leonard Rickey Investment Advisors
Washington
$301K -$6.23K -25 -2%
FHA
433
Flagship Harbor Advisors
Massachusetts
$301K +$5.24K +21 +2%
OC
434
Oppenheimer & Co
New York
$300K +$499 +2 +0.2%
CAM
435
Campion Asset Management
Virginia
$296K -$17.2K -69 -6%
PCG
436
Private Capital Group
Connecticut
$296K – – –
CRC
437
Curi RMB Capital
Illinois
$295K -$21.9K -88 -7%
BWA
438
Burt Wealth Advisors
Maryland
$295K – – –
BA
439
Bluesphere Advisors
Pennsylvania
$294K – – –
CCMW
440
Cypress Capital Management (Wyoming)
Wyoming
$294K – – –
PL
441
Plancorp LLC
Missouri
$293K -$34.2K -137 -11%
CAM
442
Cubic Asset Management
Massachusetts
$293K +$9.97K +40 +4%
FCB
443
First Command Bank
Texas
$292K – – –
FCFS
444
First Command Financial Services
Texas
$292K – – –
BWM
445
BT Wealth Management
Georgia
$290K -$115K -463 -29%
VL
446
Vorpal LLC
Tennessee
$289K +$748 +3 +0.3%
WA
447
WBH Advisory
Maryland
$287K +$249 +1 +0.1%
SWM
448
Spire Wealth Management
Virginia
$285K +$249 +1 +0.1%
SWM
449
Shakespeare Wealth Management
Wisconsin
$284K – – –
OCPWS
450
One Charles Private Wealth Services
Massachusetts
$284K +$277K +1,111 New
16 17
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