We are live on ! Find out more
IWB icon

iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
DPI
901
Diversified Portfolios Inc
Michigan
$707K -$29.3K -74 -4%
CWM
902
Cahaba Wealth Management
Georgia
$706K +$396 +1 +0.1%
SYBT
903
Stock Yards Bank & Trust
Kentucky
$705K – – –
KL
904
KilterHowling LLC
Colorado
$704K +$1.58K +4 +0.2%
OWP
905
Obermeyer Wealth Partners
Colorado
$702K – – –
AFA
906
Avant Financial Advisors
Texas
$701K – – –
CPCM
907
Cardinal Point Capital Management
Ontario, Canada
$701K +$143K +362 +27%
MAWA
908
Moss Adams Wealth Advisors
Washington
$701K – – –
PAM
909
Palisade Asset Management
Minnesota
$701K – – –
PW
910
PUREfi Wealth
Massachusetts
$697K +$674K +1,701 New
WW
911
Westshore Wealth
California
$696K – – –
TWM
912
Tolleson Wealth Management
Texas
$692K – – –
TPWA
913
TRUE Private Wealth Advisors
Oregon
$689K +$10.3K +26 +2%
AWM
914
AAF Wealth Management
Massachusetts
$688K -$1.19K -3 -0.2%
AMBIA
915
Allen Mooney & Barnes Investment Advisors
Georgia
$688K +$1.58K +4 +0.2%
4WM
916
49 Wealth Management
Texas
$687K +$665K +1,678 New
A
917
Alongside
Texas
$687K +$665K +1,678 New
IIC
918
Integrated Investment Consultants
Michigan
$686K +$26.2K +66 +4%
SWA
919
Strategic Wealth Advisors
Arizona
$685K – – –
SFGP
920
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$674K – – –
MMHP
921
Murphy Middleton Hinkle & Parker
Georgia
$670K – – –
LL
922
LPWM LLC
Minnesota
$669K -$65.4K -165 -9%
RA
923
RFG Advisory
Alabama
$666K +$43.6K +110 +7%
SEIA
924
Signature Estate & Investment Advisors
California
$663K +$38K +96 +6%
BDF
925
Black Diamond Financial
Maryland
$663K – – –
35 36
37
38 39