IWB icon

iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWP
851
O'Brien Wealth Partners
Massachusetts
$431K -$28.4K -116 -7%
KLI
852
Kelman-Lazarov Inc
Tennessee
$430K -$45.3K -185 -10%
PSIWM
853
Paradigm Strategies in Wealth Management
Minnesota
$427K – – –
LL
854
LPWM LLC
Minnesota
$425K – – –
MGWM
855
Marks Group Wealth Management
Minnesota
$425K -$47.3K -193 -11%
SS
856
Sunbelt Securities
Texas
$425K -$157K -640 -28%
PA
857
Pinnacle Associates
New York
$425K +$7.34K +30 +2%
USCWA
858
U.S. Capital Wealth Advisors
Texas
$424K -$103K -419 -21%
RWMG
859
Redwood Wealth Management Group
New Jersey
$423K -$57.8K -236 -13%
HB
860
HTLF Bank
Colorado
$421K +$393K +1,607 New
SAI
861
Savvy Advisors Inc
New York
$421K +$393K +1,604 New
NG
862
Northstar Group
New York
$416K – – –
BFA
863
Beaumont Financial Advisors
Massachusetts
$415K -$86.2K -352 -18%
PWLP
864
Prio Wealth Limited Partnership
Massachusetts
$410K – – –
AIA
865
Alera Investment Advisors
Illinois
$406K -$7.34K -30 -2%
GSEP
866
Golden State Equity Partners
California
$405K +$378K +1,544 New
AC
867
AlphaCore Capital
California
$403K +$81K +331 +27%
HCP
868
Holt Capital Partners
Texas
$403K – – –
PMFA
869
Plante Moran Financial Advisors
Michigan
$402K – – –
TBC
870
Ted Buchan & Co
California
$402K – – –
TW
871
TritonPoint Wealth
Maryland
$402K +$375K +1,533 New
MAS
872
Madden Advisory Services
Florida
$399K +$56.1K +229 +18%
NFC
873
Northeast Financial Consultants
Connecticut
$398K – – –
GI
874
GLOBALT Investments
Georgia
$397K +$371K +1,514 New
GC
875
Grimes & Company
Massachusetts
$396K +$2.94K +12 +0.8%
33 34
35
36 37