IWB icon

iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
801
Waterfront Wealth
Kansas
$521K – – –
CCB
802
Country Club Bank
Missouri
$519K -$26.9K -110 -5%
SRL
803
Scientech Research LLC
New Jersey
$517K +$483K +1,971 New
TP
804
Tranquility Partners
Tennessee
$515K -$67.8K -277 -12%
AWM
805
Apollon Wealth Management
South Carolina
$513K +$71.7K +293 +18%
RA
806
Ruggaard & Associates
Ohio
$513K – – –
CCA
807
Childress Capital Advisors
Texas
$511K +$477K +1,950 New
BW
808
BIP Wealth
Georgia
$507K – – –
CAM
809
Chesapeake Asset Management
New York
$503K +$470K +1,918 New
GRA
810
Golden Road Advisors
Florida
$502K +$469K +1,914 New
JAG
811
Journey Advisory Group
Kentucky
$500K – – –
SIA
812
Soltis Investment Advisors
Utah
$500K +$104K +425 +29%
PFP
813
Paragon Financial Partners
California
$499K +$2.45K +10 +0.5%
LFA
814
LGT Financial Advisors
Texas
$492K -$41.6K -170 -8%
FFN
815
Focus Financial Network
Minnesota
$488K +$455K +1,859 New
ZF
816
Zhang Financial
Michigan
$487K +$57.3K +234 +14%
FAM
817
Forte Asset Management
New York
$486K – – –
NHC
818
Nicholas Hoffman & Company
Georgia
$484K – – –
SW
819
SkyOak Wealth
Michigan
$480K -$58.5K -239 -12%
DIM
820
Delta Investment Management
California
$478K +$3.43K +14 +0.8%
AP
821
Americana Partners
Texas
$478K – – –
CCIA
822
Cherry Creek Investment Advisors
Colorado
$477K +$2.69K +11 +0.6%
RFA
823
Resurgent Financial Advisors
Georgia
$471K +$439K +1,795 New
SPFA
824
Summit Place Financial Advisors
New Jersey
$466K +$51.4K +210 +13%
PPW
825
PACK Private Wealth
Minnesota
$465K – – –
31 32
33
34 35