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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
426
Cerity Partners OCIO
New York
$385K +$710 +3 +0.2%
VNB
427
Virginia National Bank
Virginia
$382K -$6.63K -28 -2%
RWM
428
RKL Wealth Management
Pennsylvania
$377K +$1.18K +5 +0.3%
FWM
429
Frontier Wealth Management
Missouri
$373K – – –
BWA
430
Burt Wealth Advisors
Maryland
$371K – – –
ECG
431
EPIQ Capital Group
California
$366K +$947 +4 +0.2%
GP
432
Girard Partners
Pennsylvania
$365K – – –
LW
433
Linscomb Wealth
Texas
$363K -$4.97K -21 -1%
KAM
434
Knightsbridge Asset Management
California
$363K +$396K +1,671 New
GWM
435
Greenhouse Wealth Management
Connecticut
$359K – – –
PJSIMP
436
P.J. Schmidt Investment Management (PJS)
Wisconsin
$358K -$71K -300 -17%
ZCA
437
Zeke Capital Advisors
Pennsylvania
$358K +$91.2K +385 +30%
AWM
438
Accurate Wealth Management
Florida
$357K +$46.6K +197 +14%
DFC
439
DBK Financial Counsel
Ohio
$352K -$52.1K -220 -12%
QPWM
440
Quadrant Private Wealth Management
Pennsylvania
$352K +$1.18K +5 +0.3%
PFA
441
Pathway Financial Advisors
Vermont
$348K – – –
GC
442
Gould Capital
Washington
$348K +$1.66K +7 +0.4%
WB
443
WesBanco Bank
West Virginia
$346K – – –
PCA
444
Personal Capital Advisors
California
$344K – – –
X
445
Xponance
Pennsylvania
$343K +$373K +1,576 New
BCPWM
446
Bradley & Co Private Wealth Management
Florida
$338K – – –
BDF
447
Balasa Dinverno & Foltz
$337K – – –
SFS
448
Summit Financial Strategies
Ohio
$337K – – –
PRWA
449
Platte River Wealth Advisors
Colorado
$335K – – –
FPAS
450
Focus Partners Advisor Solutions
Missouri
$329K -$367K -1,548 -51%
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