IWB icon

iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
LTI
826
Laffer Tengler Investments
Tennessee
$691K +$93.7K +266 +16%
SAS
827
SMI Advisory Services
Indiana
$690K -$28.2K -80 -4%
GRA
828
Golden Road Advisors
Florida
$687K – – –
PFGIA
829
Patriot Financial Group Insurance Agency
Massachusetts
$686K +$10.2K +29 +2%
PMFA
830
Plante Moran Financial Advisors
Michigan
$685K – – –
SNB
831
Security National Bank
Nebraska
$681K -$21.8K -62 -3%
HCA
832
Heck Capital Advisors
Wisconsin
$680K – – –
NHC
833
Nicholas Hoffman & Company
Georgia
$680K – – –
JAG
834
Journey Advisory Group
Kentucky
$678K – – –
CWM
835
Cahaba Wealth Management
Georgia
$678K +$352 +1 +0.1%
FAM
836
Forte Asset Management
New York
$678K – – –
CCFM
837
Clear Creek Financial Management
Washington
$678K +$331K +939 +103%
GKWIM
838
Gerber Kawasaki Wealth & Investment Management
California
$677K +$704 +2 +0.1%
GWM
839
Global Wealth Management
New Jersey
$677K +$1.76K +5 +0.3%
PA
840
Pinnacle Associates
New York
$675K – – –
CCIA
841
Cherry Creek Investment Advisors
Colorado
$674K +$1.41K +4 +0.2%
CA
842
Crewe Advisors
Utah
$670K +$147K +418 +30%
DIM
843
Delta Investment Management
California
$668K – – –
PFP
844
Paragon Financial Partners
California
$668K +$1.06K +3 +0.2%
AWA
845
Alta Wealth Advisors
Massachusetts
$665K -$23.6K -67 -4%
ACM
846
Alcosta Capital Management
California
$664K – – –
MSFS
847
Main Street Financial Solutions
Pennsylvania
$664K +$259K +736 +68%
ASC
848
Atalanta Sosnoff Capital
New York
$662K -$55.7K -158 -8%
WIA
849
World Investment Advisors
California
$662K +$139K +396 +28%
SIA
850
Soltis Investment Advisors
Utah
$659K +$27.1K +77 +4%
32 33
34
35 36