IWB icon

iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
951
Integrated Investment Consultants
Michigan
$597K +$14.8K +40 +3%
SAS
952
SMI Advisory Services
Indiana
$594K -$118K -318 -17%
CFG
953
Carter Financial Group
Illinois
$591K +$1.85K +5 +0.3%
AAG
954
Asset Advisory Group
New Jersey
$591K +$586K +1,581 New
UWP
955
Uniting Wealth Partners
Kansas
$588K -$722K -1,949 -55%
PA
956
Powerhouse Assets
Massachusetts
$587K +$582K +1,572 New
GRA
957
Golden Road Advisors
Florida
$587K -$115K -310 -16%
SEIA
958
Signature Estate & Investment Advisors
California
$585K +$33K +89 +6%
CWM
959
Cornerstone Wealth Management
Missouri
$582K +$18.1K +49 +3%
RWM
960
Ritholtz Wealth Management
New York
$581K +$28.5K +77 +5%
WP
961
WealthPLAN Partners
Nebraska
$576K – – –
HCP
962
Holt Capital Partners
Texas
$573K – – –
GG
963
Greenwood Gearhart
Arkansas
$571K -$53K -143 -9%
CNBT
964
Canandaigua National Bank & Trust
New York
$569K -$11.1K -30 -2%
RA
965
RFG Advisory
Alabama
$565K +$82.6K +223 +17%
FFS
966
Founders Financial Securities
Maryland
$564K +$559K +1,510 New
ML
967
McAdam LLC
Pennsylvania
$562K +$209K +563 +60%
GWM
968
Geneos Wealth Management
Colorado
$557K -$13K -35 -2%
PCP
969
Proficio Capital Partners
Massachusetts
$556K – – –
OBWP
970
O'Brien Wealth Partners
Massachusetts
$556K – – –
LC
971
Lawood & Co
Pennsylvania
$549K +$545K +1,471 New
CPW
972
Cogent Private Wealth
Florida
$544K +$540K +1,458 New
ZIM
973
Zacks Investment Management
Illinois
$541K +$37.8K +102 +8%
CWP
974
Curated Wealth Partners
California
$541K – – –
CGA
975
Crescent Grove Advisors
Illinois
$541K +$23.3K +63 +5%
37 38
39
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