We are live on ! Find out more
IWB icon

iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
676
Concentric Wealth Management
California
$604K – – –
BF
677
Blankinship & Foster
California
$601K – – –
FWP
678
Firethorn Wealth Partners
Georgia
$600K -$54.8K -259 -8%
DDPIC
679
Deroy & Devereaux Private Investment Counsel
Michigan
$600K +$15.9K +75 +3%
CSWM
680
Cassady Schiller Wealth Management
Ohio
$598K -$127K -601 -17%
SYBT
681
Stock Yards Bank & Trust
Kentucky
$598K -$356K -1,680 -37%
HCM
682
HMS Capital Management
Tennessee
$597K -$851K -4,020 -59%
MPM
683
Meritage Portfolio Management
Kansas
$595K – – –
HL
684
HeadInvest LLC
Maine
$593K – – –
SWP
685
ShoreHaven Wealth Partners
New Jersey
$591K -$30.9K -146 -5%
ATPW
686
Ashton Thomas Private Wealth
Arizona
$591K – – –
AIP
687
Almanack Investment Partners
Pennsylvania
$589K -$878K -4,148 -60%
PWPS
688
Pinnacle Wealth Planning Services
Ohio
$588K +$48.5K +229 +9%
WA
689
Wealth Alliance
New York
$587K -$95.3K -450 -14%
SFG
690
Summit Financial Group
West Virginia
$584K – – –
AAS
691
Ameritas Advisory Services
Nebraska
$584K +$171K +808 +41%
MAG
692
MRA Advisory Group
New Jersey
$582K +$21.2K +100 +4%
CFO
693
Callan Family Office
Pennsylvania
$582K +$586K +2,766 New
SCA
694
STALEY CAPITAL ADVISERS
Pennsylvania
$578K – – –
RPG
695
Resource Planning Group
Georgia
$577K -$2.75K -13 -0.3%
CAAS
696
Capital Asset Advisory Services
Michigan
$576K +$142K +670 +32%
OFS
697
Oldfather Financial Services
Nebraska
$574K +$12.1K +57 +2%
CCB
698
Country Club Bank
Missouri
$573K +$123K +583 +27%
GT
699
Greenleaf Trust
Michigan
$570K – – –
BTW
700
Boston Trust Walden
Massachusetts
$569K – – –
26 27
28
29 30