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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
526
Willow Creek Wealth Management
California
$269K – – –
FHA
527
Flagship Harbor Advisors
Massachusetts
$265K – – –
PTC
528
Private Trust Company
Ohio
$265K – – –
PAS
529
Park Avenue Securities
New York
$265K +$267K +1,201 New
SCM
530
Sterneck Capital Management
Missouri
$265K – – –
AF
531
Apexium Financial
Texas
$262K +$1.11K +5 +0.4%
NEGWA
532
New England Guild Wealth Advisors
Connecticut
$262K – – –
AAS
533
Ameritas Advisory Services
Nebraska
$262K -$19.6K -88 -7%
CAM
534
Cubic Asset Management
Massachusetts
$253K – – –
PL
535
Plancorp LLC
Missouri
$252K – – –
LRIA
536
Leonard Rickey Investment Advisors
Washington
$249K -$1.78K -8 -0.7%
GWA
537
GGM Wealth Advisors
Maryland
$246K – – –
MPI
538
Mairs & Power Inc
Minnesota
$246K +$248K +1,115 New
AIM
539
AHL Investment Management
Florida
$243K – – –
JJBC
540
James J. Burns & Company
New York
$243K -$44K -198 -15%
OCPWS
541
One Charles Private Wealth Services
Massachusetts
$243K – – –
MA
542
MONECO Advisors
Connecticut
$242K +$667 +3 +0.3%
PG
543
Patten Group
Tennessee
$239K -$22.2K -100 -8%
PRA
544
Pine Ridge Advisers
New York
$239K +$241K +1,083 New
RWP
545
Revolve Wealth Partners
New Jersey
$239K – – –
SCM
546
Sebold Capital Management
Illinois
$238K +$240K +1,078 New
KPWS
547
Kestra Private Wealth Services
Texas
$238K +$12.9K +58 +6%
ACM
548
Alta Capital Management
Utah
$237K +$239K +1,075 New
OIA
549
OneDigital Investment Advisors
Kansas
$237K -$69.3K -312 -23%
BAM
550
Berkshire Asset Management
Pennsylvania
$237K – – –
20 21
22
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