IWB icon

iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
726
HM Payson & Co
Maine
$692K -$46K -168 -7%
FHA
727
Flagship Harbor Advisors
Massachusetts
$691K – – –
SQA
728
Simon Quick Advisors
New Jersey
$686K -$414K -1,511 -39%
PF
729
Penney Financial
Texas
$686K – – –
MWM
730
Meridian Wealth Management
Kentucky
$683K +$3.84K +14 +0.6%
AIM
731
Aspen Investment Management
Michigan
$675K – – –
CSIC
732
Clifford Swan Investment Counsel
California
$673K – – –
PWPS
733
Pinnacle Wealth Planning Services
Ohio
$672K – – –
ASW
734
Astoria Strategic Wealth
Texas
$671K – – –
S
735
SignatureFD
Georgia
$669K – – –
NAS
736
NWF Advisory Services
California
$668K +$636K +2,320 New
FBB
737
Fulton Breakefield Broenniman
Maryland
$668K -$9.04K -33 -1%
CF
738
Centaurus Financial
California
$663K -$187K -681 -23%
IA
739
IFS Advisors
Kansas
$662K – – –
C
740
Certuity
Florida
$662K +$410K +1,496 +187%
FIA
741
Foundations Investment Advisors
Arizona
$659K -$75.4K -275 -11%
IAIM
742
International Assets Investment Management
Florida
$658K – – –
BF
743
Blankinship & Foster
California
$655K – – –
GP
744
Girard Partners
Pennsylvania
$648K – – –
TC
745
TownSquare Capital
Utah
$647K +$162K +590 +36%
VP
746
Verum Partners
North Carolina
$647K +$146K +534 +31%
OPCM
747
Osborne Partners Capital Management
California
$645K +$4.11K +15 +0.7%
NLP
748
Next Level Private
New York
$644K +$1.92K +7 +0.3%
ONSWM
749
Old North State Wealth Management
North Carolina
$643K +$1.92K +7 +0.3%
BBA
750
BLB&B Advisors
Pennsylvania
$641K +$136K +498 +29%
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30
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