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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
VNB
426
Virginia National Bank
Virginia
$382K -$6.63K -28 -2%
RWM
427
RKL Wealth Management
Pennsylvania
$377K +$1.18K +5 +0.3%
FWM
428
Frontier Wealth Management
Missouri
$373K – – –
BWA
429
Burt Wealth Advisors
Maryland
$371K – – –
ECG
430
EPIQ Capital Group
California
$366K +$947 +4 +0.2%
GP
431
Girard Partners
Pennsylvania
$365K – – –
LW
432
Linscomb Wealth
Texas
$363K -$4.97K -21 -1%
KAM
433
Knightsbridge Asset Management
California
$363K +$396K +1,671 New
GWM
434
Greenhouse Wealth Management
Connecticut
$359K – – –
PJSIMP
435
P.J. Schmidt Investment Management (PJS)
Wisconsin
$358K -$71K -300 -17%
ZCA
436
Zeke Capital Advisors
Pennsylvania
$358K +$91.2K +385 +30%
AWM
437
Accurate Wealth Management
Florida
$357K +$46.6K +197 +14%
DFC
438
DBK Financial Counsel
Ohio
$352K -$52.1K -220 -12%
QPWM
439
Quadrant Private Wealth Management
Pennsylvania
$352K +$1.18K +5 +0.3%
PFA
440
Pathway Financial Advisors
Vermont
$348K – – –
GC
441
Gould Capital
Washington
$348K +$1.66K +7 +0.4%
WB
442
WesBanco Bank
West Virginia
$346K – – –
PCA
443
Personal Capital Advisors
California
$344K – – –
X
444
Xponance
Pennsylvania
$343K +$373K +1,576 New
BCPWM
445
Bradley & Co Private Wealth Management
Florida
$338K – – –
BDF
446
Balasa Dinverno & Foltz
$337K – – –
SFS
447
Summit Financial Strategies
Ohio
$337K – – –
PRWA
448
Platte River Wealth Advisors
Colorado
$335K – – –
FPAS
449
Focus Partners Advisor Solutions
Missouri
$329K -$367K -1,548 -51%
EIA
450
Eldridge Investment Advisors
New Hampshire
$328K -$20.1K -85 -5%
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