IWB icon

iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
901
Carter Financial Group
Illinois
$577K -$109K -309 -16%
FBB
902
Fulton Breakefield Broenniman
Maryland
$574K -$21.1K -60 -4%
IIC
903
Integrated Investment Consultants
Michigan
$569K +$20.4K +58 +4%
CNBT
904
Canandaigua National Bank & Trust
New York
$568K – – –
NCM
905
Northside Capital Management
Oregon
$565K – – –
WP
906
WealthPLAN Partners
Nebraska
$564K – – –
HCP
907
Holt Capital Partners
Texas
$561K – – –
PWP
908
Prasad Wealth Partners
Ohio
$560K +$1.41K +4 +0.3%
GWM
909
Geneos Wealth Management
Colorado
$558K +$704 +2 +0.1%
RW
910
Ridgeline Wealth
Arizona
$554K -$352 -1 -0.1%
CWM
911
Cornerstone Wealth Management
Missouri
$551K +$15.8K +45 +3%
PCP
912
Proficio Capital Partners
Massachusetts
$545K – – –
OBWP
913
O'Brien Wealth Partners
Massachusetts
$544K -$3.52K -10 -0.7%
SWA
914
Sax Wealth Advisors
New Jersey
$541K +$352 +1 +0.1%
RWM
915
Ritholtz Wealth Management
New York
$541K -$85.2K -242 -14%
WWM
916
Western Wealth Management
Colorado
$540K -$4.58K -13 -0.9%
SEIA
917
Signature Estate & Investment Advisors
California
$540K -$129K -365 -20%
FNBOO
918
First National Bank of Omaha
Nebraska
$540K +$520K +1,477 New
BWCS
919
Beirne Wealth Consulting Services
Connecticut
$537K – – –
KIA
920
KCM Investment Advisors
California
$535K +$160K +453 +45%
KJHP
921
K.J. Harrison & Partners
Ontario, Canada
$530K – – –
CWP
922
Curated Wealth Partners
California
$530K – – –
SL
923
Sentry LLC
Tennessee
$529K -$16.9K -48 -3%
SWM
924
SeaCrest Wealth Management
New York
$522K -$69.4K -197 -12%
CI
925
CPR Investments
Michigan
$521K -$95.1K -270 -16%
35 36
37
38 39