We are live on ! Find out more
IWB icon

iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
751
Falcon Wealth Planning
California
$824K -$10.7K -34 -1%
VCP
752
Vista Capital Partners
Oregon
$822K – – –
NAS
753
NWF Advisory Services
California
$819K +$757K +2,412 New
BHBT
754
Burke & Herbert Bank & Trust
Virginia
$817K -$23.5K -75 -3%
TPW
755
Transatlantique Private Wealth
New York
$811K – – –
PF
756
Penney Financial
Texas
$808K – – –
MWP
757
MYCIO Wealth Partners
Pennsylvania
$806K -$1.25M -3,991 -63%
CBA
758
Coastal Bridge Advisors
Connecticut
$803K +$742K +2,365 New
MWM
759
Mittelman Wealth Management
Massachusetts
$799K +$314K +999 +74%
UW
760
Unique Wealth
Florida
$793K +$109K +348 +18%
TWM
761
Topsail Wealth Management
North Carolina
$793K – – –
MWM
762
Modern Wealth Management
Kansas
$792K +$16.6K +53 +2%
COI
763
Connable Office Inc
Michigan
$792K -$263K -837 -26%
GWA
764
Gutierrez Wealth Advisory
Arkansas
$791K +$731K +2,330 New
5W
765
5T Wealth
California
$791K +$430K +1,370 +143%
PFWA
766
Paces Ferry Wealth Advisors
Georgia
$787K +$314 +1 +0%
UFF
767
USA Financial Formulas
Michigan
$786K -$148K -470 -17%
Vontobel Holding
768
Vontobel Holding
Switzerland
$781K – – –
MWAM
769
Manhattan West Asset Management
California
$779K -$40.8K -130 -5%
MWA
770
Midland Wealth Advisors
Illinois
$778K -$6.59K -21 -0.9%
S
771
SignatureFD
Georgia
$778K – – –
VP
772
Verum Partners
North Carolina
$774K +$628 +2 +0.1%
HPC
773
HM Payson & Co
Maine
$772K – – –
WJA
774
Willis Johnson & Associates
Texas
$769K +$4.39K +14 +0.6%
ONSWM
775
Old North State Wealth Management
North Carolina
$768K +$1.88K +6 +0.3%