We are live on ! Find out more
IWB icon

iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
TP
851
Tranquility Partners
Tennessee
$289K -$13.1K -62 -4%
FFP
852
FourThought Financial Partners
Florida
$286K +$288K +1,359 New
AWA
853
Arete Wealth Advisors
Illinois
$286K +$56.9K +269 +25%
CCG
854
Chatham Capital Group
Georgia
$286K – – –
CWM
855
Congress Wealth Management
Massachusetts
$284K +$61.4K +290 +27%
PPP
856
Private Portfolio Partners
New Jersey
$279K +$42.5K +201 +18%
TCM
857
TD Capital Management
Tennessee
$277K -$516K -2,438 -65%
BFC
858
Bedel Financial Consulting
Indiana
$275K – – –
MYIA
859
Mount Yale Investment Advisors
Colorado
$274K +$276K +1,303 New
GWSA
860
Global Wealth Strategies & Associates
Colorado
$274K +$275K +1,300 New
PWM
861
PBMares Wealth Management
Virginia
$273K – – –
MAS
862
Madden Advisory Services
Florida
$273K – – –
PA
863
Pinnacle Associates
New York
$272K – – –
FAT
864
First American Trust
California
$271K +$23.3K +110 +9%
MWA
865
Moser Wealth Advisors
Washington
$269K -$52.9K -250 -16%
CWM
866
Connecticut Wealth Management
Connecticut
$268K – – –
BWP
867
BSW Wealth Partners
Colorado
$266K – – –
WCM
868
Wealthcare Capital Management
Virginia
$264K +$36.6K +173 +16%
ACM
869
Advisors Capital Management
New Jersey
$264K +$635 +3 +0.2%
ESB
870
Essex Savings Bank
Connecticut
$263K – – –
WCWM
871
Willow Creek Wealth Management
California
$261K – – –
CCMG
872
Clark Capital Management Group
Pennsylvania
$261K – – –
TCA
873
Transcend Capital Advisors
New Jersey
$260K -$15K -71 -5%
VCP
874
Vista Capital Partners
Oregon
$259K – – –
AB
875
Atlas Brown
Kentucky
$257K – – –
33 34
35
36 37