IWB icon

iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
751
Clifford Swan Investment Counsel
California
$613K +$40.2K +164 +8%
SCM
752
Saxony Capital Management
Missouri
$612K +$572K +2,335 New
PWPS
753
Pinnacle Wealth Planning Services
Ohio
$612K – – –
ASW
754
Astoria Strategic Wealth
Texas
$611K -$195K -798 -26%
S
755
SignatureFD
Georgia
$609K -$2.69K -11 -0.5%
IA
756
IFS Advisors
Kansas
$603K – – –
HFS
757
Heritage Financial Services
Massachusetts
$603K – – –
IAIM
758
International Assets Investment Management
Florida
$601K +$9.79K +40 +2%
TFS
759
Thoroughbred Financial Services
Tennessee
$600K +$561K +2,291 New
YIH
760
Y-Intercept (HK)
Hong Kong
$600K +$560K +2,287 New
BF
761
Blankinship & Foster
California
$596K +$245 +1 +0%
WAM
762
WNY Asset Management
New York
$591K -$7.34K -30 -1%
SG
763
StoneX Group
New York
$590K +$1.96K +8 +0.4%
GP
764
Girard Partners
Pennsylvania
$590K – – –
NLP
765
Next Level Private
New York
$584K +$1.96K +8 +0.4%
ONSWM
766
Old North State Wealth Management
North Carolina
$583K +$4.41K +18 +0.8%
OPCM
767
Osborne Partners Capital Management
California
$583K -$17.9K -73 -3%
SIC
768
Salem Investment Counselors
North Carolina
$581K – – –
SSWM
769
Smith Salley Wealth Management
North Carolina
$581K +$542K +2,214 New
LL
770
LWMG LLC
Minnesota
$580K +$2.94K +12 +0.5%
HCM
771
Hollencrest Capital Management
California
$579K – – –
RP
772
Riverbridge Partners
Minnesota
$578K -$13.2K -54 -2%
KBFS
773
Kohmann Bosshard Financial Services
Ohio
$578K +$22.8K +93 +4%
KCPG
774
Kavar Capital Partners Group
Kansas
$577K -$34K -139 -6%
BCP
775
Berkeley Capital Partners
Georgia
$577K -$24.5K -100 -4%
29 30
31
32 33