We are live on ! Find out more
IWB icon

iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWA
651
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$475K – – –
S
652
SignatureFD
Georgia
$471K -$159K -639 -25%
WW
653
Waterfront Wealth
Kansas
$471K – – –
AC
654
Alexandria Capital
Virginia
$467K -$314K -1,262 -39%
CWS
655
Cypress Wealth Services
California
$463K -$52K -209 -10%
HI
656
Harbour Investments
Wisconsin
$462K -$25.1K -101 -5%
BRWM
657
B. Riley Wealth Management
Tennessee
$453K +$466K +1,876 New
TCWM
658
Total Clarity Wealth Management
Illinois
$448K +$29.1K +117 +7%
CWM
659
Chesapeake Wealth Management
Virginia
$446K -$38.5K -155 -8%
CCC
660
Crescent Capital Consulting
Louisiana
$446K – – –
NHC
661
Nicholas Hoffman & Company
Georgia
$446K – – –
VCA
662
Verdence Capital Advisors
Maryland
$446K +$99.9K +402 +28%
PAS
663
Park Avenue Securities
New York
$442K +$18.4K +74 +4%
PFPT
664
Pinnacle Financial Partners (Tennessee)
Tennessee
$439K +$452K +1,817 New
NFG
665
Next Financial Group
Texas
$434K +$167K +670 +60%
MPWT
666
MassMutual Private Wealth & Trust
Connecticut
$433K +$293K +1,179 +192%
PA
667
Procyon Advisors
Connecticut
$431K – – –
OBWP
668
O'Brien Wealth Partners
Massachusetts
$429K – – –
FM
669
Foster & Motley
Ohio
$428K – – –
HPC
670
HM Payson & Co
Maine
$426K – – –
MAM
671
Meeder Asset Management
Ohio
$424K -$2.24K -9 -0.5%
AUB
672
Atlantic Union Bankshares
Virginia
$422K – – –
PA
673
Pinnacle Associates
New York
$418K -$32.3K -130 -7%
LL
674
LPWM LLC
Minnesota
$418K -$7.46K -30 -2%
DBT
675
Dubuque Bank & Trust
Iowa
$417K -$25.1K -101 -6%
25 26
27
28 29