We are live on ! Find out more
IWB icon

iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
751
Avalon Investment & Advisory
Texas
$415K – – –
KLI
752
Kelman-Lazarov Inc
Tennessee
$411K -$1.54K -7 -0.4%
AP
753
Americana Partners
Texas
$411K – – –
GC
754
Gratus Capital
Georgia
$409K -$4.84K -22 -1%
BWCS
755
Beirne Wealth Consulting Services
Connecticut
$408K -$34.8K -158 -8%
DIM
756
Delta Investment Management
California
$406K -$80.3K -365 -17%
BFA
757
Beaumont Financial Advisors
Massachusetts
$401K +$8.36K +38 +2%
SCP
758
Silverleafe Capital Partners
Tennessee
$400K +$440 +2 +0.1%
PPW
759
PACK Private Wealth
Minnesota
$399K – – –
GA
760
Greenspring Advisors
Maryland
$396K – – –
OBWP
761
O'Brien Wealth Partners
Massachusetts
$396K – – –
VA
762
Valmark Advisers
Ohio
$394K +$660 +3 +0.2%
DWP
763
Destiny Wealth Partners
Florida
$393K – – –
SEIA
764
Signature Estate & Investment Advisors
California
$385K +$67.8K +308 +22%
CWM
765
Chesapeake Wealth Management
Virginia
$385K – – –
TBC
766
Ted Buchan & Co
California
$384K – – –
AWM
767
Aprio Wealth Management
Georgia
$383K +$374K +1,700 New
3LCM
768
3D/L Capital Management
Connecticut
$383K -$316K -1,434 -46%
TWM
769
Tolleson Wealth Management
Texas
$381K – – –
PAM
770
Palisade Asset Management
Minnesota
$380K – – –
MMHP
771
Murphy Middleton Hinkle & Parker
Georgia
$380K – – –
AIA
772
Alera Investment Advisors
Illinois
$379K -$303K -1,375 -45%
GG
773
Greenwood Gearhart
Arkansas
$377K – – –
1SB
774
1ST Source Bank
Indiana
$374K – – –
PMFA
775
Plante Moran Financial Advisors
Michigan
$373K -$46.2K -210 -11%
29 30
31
32 33