We are live on ! Find out more
IWB icon

iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCA
826
Transcend Capital Advisors
New Jersey
$343K -$16.2K -66 -4%
AFP
827
Advus Financial Partners
Florida
$342K – – –
CWP
828
Curated Wealth Partners
California
$341K – – –
AMG
829
Asset Management Group
Connecticut
$333K – – –
MAM
830
Meeder Asset Management
Ohio
$331K – – –
BWP
831
BSW Wealth Partners
Colorado
$330K – – –
PI
832
PFG Investments
New York
$329K +$4.65K +19 +1%
GWSA
833
Global Wealth Strategies & Associates
Colorado
$329K – – –
RMCM
834
Reynders McVeigh Capital Management
Massachusetts
$323K +$336K +1,373 New
CIA
835
Cape Investment Advisory
Georgia
$322K -$245 -1 -0.1%
FAT
836
First American Trust
California
$319K – – –
CCG
837
Chatham Capital Group
Georgia
$319K – – –
CT
838
Cambridge Trust
Massachusetts
$319K -$165K -673 -33%
CWM
839
Cornerstone Wealth Management
Missouri
$316K +$3.43K +14 +1%
USB
840
Union Savings Bank
Connecticut
$316K – – –
PAMG
841
Patton Albertson Miller Group
Tennessee
$313K – – –
AAS
842
Annex Advisory Services
Wisconsin
$313K +$8.81K +36 +3%
PPP
843
Private Portfolio Partners
New Jersey
$311K – – –
TCM
844
TD Capital Management
Tennessee
$309K – – –
LMKC
845
L.M. Kohn & Company
Ohio
$308K – – –
FWI
846
Facet Wealth Inc
Maryland
$307K -$137K -560 -29%
BWL
847
Bogart Wealth LLC
Virginia
$306K – – –
PWM
848
PBMares Wealth Management
Virginia
$305K – – –
MAS
849
Madden Advisory Services
Florida
$304K -$245 -1 -0.1%
CWM
850
Congress Wealth Management
Massachusetts
$300K – – –