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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
476
Meridian Wealth Management
Kentucky
$350K – – –
WCWM
477
Willow Creek Wealth Management
California
$350K – – –
CSPIA
478
Cary Street Partners Investment Advisory
Virginia
$349K +$341K +1,257 New
PCG
479
Private Capital Group
Connecticut
$339K +$17.6K +65 +6%
BA
480
Bluesphere Advisors
Pennsylvania
$334K +$14.9K +55 +5%
MPCL
481
My Personal CFO LLC
Washington
$334K +$326K +1,204 New
NEGWA
482
New England Guild Wealth Advisors
Connecticut
$329K – – –
OC
483
Oppenheimer & Co
New York
$327K +$813 +3 +0.3%
LRIA
484
Leonard Rickey Investment Advisors
Washington
$323K – – –
CAM
485
Campion Asset Management
Virginia
$319K +$6.23K +23 +2%
CAM
486
Cubic Asset Management
Massachusetts
$318K – – –
PL
487
Plancorp LLC
Missouri
$317K – – –
FCFS
488
First Command Financial Services
Texas
$316K – – –
MA
489
MONECO Advisors
Connecticut
$313K -$13.8K -51 -4%
BWA
490
Burt Wealth Advisors
Maryland
$312K -$8.13K -30 -3%
FFM
491
Forum Financial Management
Illinois
$312K +$304K +1,123 New
AA
492
Addison Advisors
Vermont
$309K +$190K +701 +171%
AIM
493
AHL Investment Management
Florida
$306K +$299K +1,102 New
OCPWS
494
One Charles Private Wealth Services
Massachusetts
$305K – – –
APP
495
Avantax Planning Partners
Iowa
$304K +$20.6K +76 +7%
BWM
496
BT Wealth Management
Georgia
$302K -$11.4K -42 -4%
IWC
497
Integrated Wealth Concepts
Massachusetts
$297K -$55.3K -204 -16%
WGAM
498
Wilkinson Global Asset Management
New York
$293K -$78.6K -290 -22%
SWM
499
Spire Wealth Management
Virginia
$293K -$36.8K -136 -11%
JC
500
Jacobs & Co
California
$293K – – –
18 19
20
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