IWB icon

iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
651
Flaharty Asset Management
Florida
$1.25M – – –
TT
652
TI-Trust
Illinois
$1.25M – – –
CTA
653
Colonial Trust Advisors
South Carolina
$1.24M – – –
PFA
654
Pathway Financial Advisors
Vermont
$1.24M – – –
HAP
655
Harbor Asset Planning
Massachusetts
$1.24M +$3.87K +11 +0.3%
BOPW
656
Brandywine Oak Private Wealth
Pennsylvania
$1.23M – – –
IW
657
Instrumental Wealth
Florida
$1.23M -$68K -193 -6%
ATI
658
ARK & TLK Investments
Oklahoma
$1.22M -$1.26M -3,586 -52%
AC
659
AlphaCore Capital
California
$1.22M -$4.93K -14 -0.4%
PP
660
Patten & Patten
Tennessee
$1.22M +$1.17M +3,328 New
BG
661
Bollard Group
Massachusetts
$1.22M +$2.82K +8 +0.2%
BFWA
662
Benchmark Financial Wealth Advisors
Florida
$1.21M +$2.82K +8 +0.2%
GF
663
Gries Financial
Ohio
$1.2M – – –
NA
664
Note Advisors
New York
$1.19M – – –
LBC
665
Lowe Brockenbrough & Co
Virginia
$1.19M -$14.1K -40 -1%
LPT
666
Legacy Private Trust
Wisconsin
$1.19M – – –
RW
667
Regimen Wealth
Georgia
$1.19M +$2.82K +8 +0.2%
DFA
668
DHJJ Financial Advisors
Illinois
$1.18M +$352 +1 +0%
WSWA
669
Warren Street Wealth Advisors
California
$1.18M -$34.5K -98 -3%
CW
670
CreativeOne Wealth
Kansas
$1.17M -$226K -642 -17%
GWSG
671
GPS Wealth Strategies Group
Colorado
$1.16M +$4.23K +12 +0.4%
MWA
672
Meridian Wealth Advisors
Texas
$1.16M +$12K +34 +1%
ST
673
Spinnaker Trust
Maine
$1.16M – – –
MFA
674
McClarren Financial Advisors
Pennsylvania
$1.16M -$546K -1,551 -49%
KV
675
Kickstand Ventures
New York
$1.15M -$40.5K -115 -4%
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