IWB icon

iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
976
Willow Creek Wealth Management
California
$393K – – –
CNFG
977
Creegan & Nassoura Financial Group
New Hampshire
$387K – – –
VFG
978
V2 Financial group
Illinois
$387K – – –
ZIM
979
Zacks Investment Management
Illinois
$386K +$8.42K +26 +2%
RMCM
980
Reynders McVeigh Capital Management
Massachusetts
$385K – – –
PWM
981
PBMares Wealth Management
Virginia
$385K – – –
GCM
982
Generation Capital Management
New York
$383K +$385K +1,190 New
WS
983
Wedbush Securities
California
$380K +$42.8K +132 +13%
GHA
984
GW Henssler & Associates
Georgia
$377K – – –
GC
985
Grimes & Company
Massachusetts
$377K -$106K -327 -22%
RCP
986
Rothschild Capital Partners
New York
$375K +$1.3K +4 +0.3%
SW
987
SkyOak Wealth
Michigan
$371K -$39.8K -123 -10%
BCP
988
Berkeley Capital Partners
Georgia
$370K -$97.2K -300 -21%
BEAM
989
Baker Ellis Asset Management
Washington
$370K – – –
CWM
990
Chesapeake Wealth Management
Virginia
$368K – – –
GAA
991
Guardian Asset Advisors
Pennsylvania
$368K +$972 +3 +0.3%
ML
992
McAdam LLC
Pennsylvania
$367K +$5.83K +18 +2%
CAWM
993
Capital Advisors Wealth Management
Washington
$367K +$6.48K +20 +2%
AIM
994
Anchor Investment Management
South Carolina
$363K – – –
LA
995
LVW Advisors
New York
$363K +$365K +1,127 New
VVP
996
Venture Visionary Partners
Ohio
$361K +$88.4K +273 +32%
DA
997
Drake & Associates
Wisconsin
$359K – – –
NG
998
Norden Group
Utah
$358K – – –
MWP
999
Meridian Wealth Partners
Pennsylvania
$358K – – –
MAS
1000
MPWM Advisory Solutions
Georgia
$357K +$359K +1,107 New
38 39
40
41 42