IWB icon

iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
KLI
826
Kelman-Lazarov Inc
Tennessee
$486K +$12.9K +47 +3%
MMHP
827
Murphy Middleton Hinkle & Parker
Georgia
$485K – – –
AWA
828
Arbor Wealth Advisors
Michigan
$485K – – –
LWMM
829
Legacy Wealth Management (Mississippi)
Mississippi
$484K -$230K -840 -33%
KL
830
KilterHowling LLC
Colorado
$483K +$1.37K +5 +0.3%
WP
831
WealthPLAN Partners
Nebraska
$480K – – –
PAM
832
Palisade Asset Management
Minnesota
$478K – – –
HCM
833
Highview Capital Management
Illinois
$478K -$265K -966 -37%
FPW
834
Flagship Private Wealth
Massachusetts
$474K -$2.19K -8 -0.5%
PSIWM
835
Paradigm Strategies in Wealth Management
Minnesota
$469K – – –
MGWM
836
Marks Group Wealth Management
Minnesota
$467K – – –
SS
837
Sunbelt Securities
Texas
$467K – – –
LL
838
LPWM LLC
Minnesota
$467K – – –
PA
839
Pinnacle Associates
New York
$467K – – –
AWM
840
Apollon Wealth Management
South Carolina
$465K -$93.7K -342 -17%
HB
841
HTLF Bank
Colorado
$463K – – –
SF
842
Synovus Financial
Georgia
$462K -$40K -146 -8%
SWRP
843
Summit Wealth & Retirement Planning
California
$461K +$438K +1,599 New
NG
844
Northstar Group
New York
$457K – – –
BFA
845
Beaumont Financial Advisors
Massachusetts
$456K +$548 +2 +0.1%
APG
846
Abacus Planning Group
South Carolina
$455K -$450K -1,642 -51%
CWM
847
Chesapeake Wealth Management
Virginia
$454K -$35.4K -129 -8%
OBWP
848
O'Brien Wealth Partners
Massachusetts
$453K -$18.9K -69 -4%
SYBT
849
Stock Yards Bank & Trust
Kentucky
$450K -$399K -1,455 -48%
USCWA
850
U.S. Capital Wealth Advisors
Texas
$448K -$16.7K -61 -4%
32 33
34
35 36