We are live on ! Find out more
IWB icon

iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
426
Vision Capital Management
Oregon
$620K +$48.1K +318 +9%
AWC
427
Abundance Wealth Counselors
Pennsylvania
$616K – – –
PP
428
Palladium Partners
Virginia
$609K – – –
RP
429
Riverbridge Partners
Minnesota
$603K +$25.5K +169 +5%
S
430
SignatureFD
Georgia
$594K – – –
W
431
Wealthquest
Ohio
$593K – – –
OC
432
Oppenheimer & Co
New York
$588K +$183K +1,208 +48%
BP
433
BBR Partners
New York
$580K – – –
GRP
434
Global Retirement Partners
California
$576K -$131K -865 -19%
SGAM
435
Steinberg Global Asset Management
Florida
$571K – – –
LWM
436
Lenox Wealth Management
Ohio
$568K – – –
GCA
437
Gradient Capital Advisors
California
$563K – – –
APSP
438
Asset Planning Services (Pennsylvania)
Pennsylvania
$562K -$9.83K -65 -2%
OBWP
439
O'Brien Wealth Partners
Massachusetts
$559K – – –
PAM
440
Palisade Asset Management
Minnesota
$557K -$3.48K -23 -0.6%
ACA
441
Anchor Capital Advisors
Massachusetts
$557K +$164K +1,085 +44%
NI
442
NFC Investments
Tennessee
$551K -$71.7K -474 -12%
WA
443
Waverly Advisors
Alabama
$549K +$83.5K +552 +19%
BRWM
444
B. Riley Wealth Management
Tennessee
$541K +$519K +3,436 New
BTW
445
Boston Trust Walden
Massachusetts
$540K – – –
OIA
446
OneDigital Investment Advisors
Kansas
$534K +$332K +2,197 +183%
FCH
447
Freestone Capital Holdings
Washington
$533K -$98.3K -650 -16%
FHB
448
First Hawaiian Bank
Hawaii
$533K +$330K +2,180 +180%
SCM
449
Smith Capital Management
Arkansas
$530K – – –
LPT
450
Legacy Private Trust
Wisconsin
$527K +$52.2K +345 +11%
16 17
18
19 20