IWB icon

iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
676
Greenleaf Trust
Michigan
$845K – – –
SWM
677
Segment Wealth Management
Texas
$841K – – –
GIA
678
Gladstone Institutional Advisory
Florida
$836K +$9.04K +33 +1%
FA
679
Flagstar Advisors
New York
$834K -$53.2K -194 -6%
EW
680
Enzi Wealth
Texas
$833K – – –
CAL
681
Capital Advisors Ltd
Ohio
$833K +$50.7K +185 +7%
UAS
682
United Asset Strategies
New York
$829K -$29.3K -107 -4%
DFA
683
DHK Financial Advisors
New Hampshire
$827K – – –
DDPIC
684
Deroy & Devereaux Private Investment Counsel
Michigan
$826K +$5.48K +20 +0.7%
TCM
685
Tandem Capital Management
New Jersey
$824K +$16.4K +60 +2%
LBC
686
Lowe Brockenbrough & Co
Virginia
$822K – – –
MPM
687
Meritage Portfolio Management
Kansas
$813K – – –
AA
688
Ancora Advisors
Ohio
$810K +$98.1K +358 +15%
AWC
689
Abundance Wealth Counselors
Pennsylvania
$809K – – –
EP
690
Edgestream Partners
New Jersey
$809K +$129K +470 +20%
FFA
691
Fi3 Financial Advisors
Indiana
$806K -$1.64K -6 -0.2%
CFO
692
Callan Family Office
Pennsylvania
$798K – – –
AIP
693
Almanack Investment Partners
Pennsylvania
$797K -$7.67K -28 -1%
GRP
694
Global Retirement Partners
California
$789K -$4.93K -18 -0.7%
AMBIA
695
Allen Mooney & Barnes Investment Advisors
Georgia
$786K +$1.37K +5 +0.2%
LWM
696
LongView Wealth Management
Georgia
$780K +$187K +682 +34%
BTW
697
Boston Trust Walden
Massachusetts
$779K – – –
ATPW
698
Ashton Thomas Private Wealth
Arizona
$773K -$2.47K -9 -0.3%
SFG
699
Summit Financial Group
West Virginia
$770K – – –
SWP
700
ShoreHaven Wealth Partners
New Jersey
$768K -$2.47K -9 -0.3%
26 27
28
29 30