IWB icon

iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
PRRFG
526
Paul R. Ried Financial Group
Washington
$1.86M +$1.87M +5,784 New
ST
527
Smithfield Trust
Pennsylvania
$1.86M – – –
CCT
528
Capital City Trust
Florida
$1.86M -$140K -431 -7%
MFGP
529
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.86M -$12K -37 -0.6%
AL
530
ADE LLC
Maryland
$1.84M -$4.86K -15 -0.3%
SF
531
Summit Financial
New Jersey
$1.83M -$11.7K -36 -0.6%
ADL
532
Asset Dedication LLC
California
$1.82M +$52.2K +161 +3%
CCA
533
Carrera Capital Advisors
Michigan
$1.81M +$5.83K +18 +0.3%
AI
534
Auour Investments
Massachusetts
$1.81M – – –
FBFS
535
First Business Financial Services
Wisconsin
$1.8M – – –
GL
536
Graypoint LLC
New York
$1.79M -$22.4K -69 -1%
VCM
537
Vision Capital Management
Oregon
$1.79M -$1.62K -5 -0.1%
ALWM
538
Andrews Lucia Wealth Management
California
$1.79M – – –
WW
539
Westshore Wealth
California
$1.79M -$3.56K -11 -0.2%
SB
540
Simmons Bank
Arkansas
$1.76M -$4.86K -15 -0.3%
MFA
541
Mayflower Financial Advisors
Massachusetts
$1.76M +$5.18K +16 +0.3%
EFS
542
Essex Financial Services
Connecticut
$1.75M +$7.45K +23 +0.4%
AFG
543
Allegheny Financial Group
Pennsylvania
$1.74M +$21.7K +67 +1%
JJBC
544
James J. Burns & Company
New York
$1.73M -$233K -719 -12%
SHFA
545
SC&H Financial Advisors
Maryland
$1.7M +$972 +3 +0.1%
PCA
546
Peddock Capital Advisors
Massachusetts
$1.69M -$324 -1 -0%
TWA
547
Talisman Wealth Advisors
New Jersey
$1.68M +$1.62K +5 +0.1%
HT
548
Headlands Technologies
Illinois
$1.68M +$1.68M +5,185 +34,567%
FWM
549
Fairhaven Wealth Management
Illinois
$1.67M – – –
CA
550
CoreCap Advisors
Michigan
$1.66M +$89.1K +275 +6%
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