We are live on ! Find out more
IWB icon

iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
CPCM
901
Cardinal Point Capital Management
Ontario, Canada
$221K – – –
CPWMP
902
Cardinal Point Wealth Management Partners
California
$221K – – –
RFG
903
Range Financial Group
Oregon
$219K – – –
MCA
904
MSH Capital Advisors
Arizona
$218K +$213K +969 New
AFC
905
AFT Forsyth & Company
Florida
$218K +$660 +3 +0.3%
AAG
906
Armstrong Advisory Group
Massachusetts
$218K +$189K +857 +786%
FWM
907
FFT Wealth Management
Pennsylvania
$218K +$440 +2 +0.2%
GC
908
Gibson Capital
Pennsylvania
$216K – – –
FC
909
Fulcrum Capital
Washington
$216K – – –
HS
910
Horan Securities
United States
$215K +$11.2K +51 +6%
IAA
911
Independent Advisor Alliance
North Carolina
$214K – – –
FNWM
912
Financial Network Wealth Management
Utah
$214K – – –
MWP
913
Meridian Wealth Partners
Pennsylvania
$214K -$38.5K -175 -16%
DAM
914
Delta Asset Management
Tennessee
$214K +$110K +500 +111%
ZIM
915
Zacks Investment Management
Illinois
$213K +$208K +944 New
EWA
916
Etesian Wealth Advisors
Oregon
$212K +$207K +940 New
NB
917
NBT Bank
New York
$211K +$206K +935 New
FTDI
918
First Trust Direct Indexing
Massachusetts
$210K -$308K -1,399 -60%
PCM
919
Pointe Capital Management
Michigan
$209K +$205K +930 New
MWP
920
Madison Wealth Partners
Wisconsin
$209K +$204K +928 New
SAF
921
Smith Anglin Financial
Texas
$209K +$204K +926 New
IP
922
Isthmus Partners
Wisconsin
$207K +$202K +920 New
AIP
923
Ahrens Investment Partners
Louisiana
$207K +$202K +919 New
PWP
924
Principle Wealth Partners
Connecticut
$207K +$202K +919 New
MAG
925
MRA Advisory Group
New Jersey
$207K -$407K -1,848 -67%
35 36
37
38 39