IWB icon

iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
576
Truepoint Inc
Ohio
$1.14M – – –
ET
577
Equitable Trust
Tennessee
$1.13M – – –
JWCA
578
J.W. Cole Advisors
Florida
$1.13M +$620K +2,534 +144%
SC
579
Soundwatch Capital
Connecticut
$1.13M -$10.8K -44 -1%
CWM
580
Congress Wealth Management
Massachusetts
$1.12M +$733K +2,995 +235%
CWC
581
Carolinas Wealth Consulting
North Carolina
$1.12M +$20.3K +83 +2%
SF
582
Summit Financial
New Jersey
$1.11M – – –
TSS
583
Two Sigma Securities
New York
$1.1M +$615K +2,513 +149%
HWA
584
Heritage Wealth Advisors
Virginia
$1.1M – – –
CC
585
Callan Capital
California
$1.1M +$39.9K +163 +4%
GLA
586
Good Life Advisors
Pennsylvania
$1.1M +$245 +1 +0%
VBFG
587
Vishria Bird Financial Group
Tennessee
$1.1M – – –
PFWA
588
Paces Ferry Wealth Advisors
Georgia
$1.1M -$11K -45 -1%
EL
589
EQ LLC
Washington
$1.1M +$735 +3 +0.1%
EFS
590
Essex Financial Services
Connecticut
$1.09M +$602K +2,460 +145%
DPI
591
Diversified Portfolios Inc
Michigan
$1.08M +$134K +547 +15%
FFA
592
Fragasso Financial Advisors
Pennsylvania
$1.08M +$98.9K +404 +11%
CIA
593
Choate Investment Advisors
Massachusetts
$1.07M – – –
KWM
594
Keebeck Wealth Management
Illinois
$1.07M +$98.7K +403 +11%
FNT
595
First National Trust
Pennsylvania
$1.07M – – –
PWP
596
Precedent Wealth Partners
Texas
$1.07M +$997K +4,072 New
PJWM
597
Philip James Wealth Mangement
Georgia
$1.06M +$993K +4,055 New
PFG
598
Pacific Financial Group
Washington
$1.06M – – –
MFA
599
McClarren Financial Advisors
Pennsylvania
$1.06M -$16.2K -66 -2%
CIC
600
Carnegie Investment Counsel
Ohio
$1.06M -$11.8K -48 -1%
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