We are live on ! Find out more
IWB icon

iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
EPWM
1026
Essex Private Wealth Management
Massachusetts
– -$1.78M -7,137 Closed
WI
1027
WBI Investments
New Jersey
– -$1.76M -7,134 Closed
LWMNY
1028
Landmark Wealth Management (New York)
New York
– -$1.72M -6,877 Closed
ADL
1029
Asset Dedication LLC
California
– -$1.56M -6,223 Closed
FFA
1030
Freedman Financial Associates
Massachusetts
– -$1.32M -5,210 Closed
SPC
1031
Sigma Planning Corp
Michigan
– -$927K -3,706 Closed
PI
1032
Putnam Investments
Massachusetts
– -$787K -3,146 Closed
MCM
1033
Moore Capital Management
New York
– -$705K -2,820 Closed
CAI
1034
Capital Advisors Inc
Oklahoma
– -$613K -2,450 Closed
MPW
1035
Monterey Private Wealth
California
– -$589K -2,320 Closed
PJSIMP
1036
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$511K -2,240 Closed
LA
1037
Latitude Advisors
Florida
– -$488K -1,952 Closed
TI
1038
Trexquant Investment
Connecticut
– -$442K -1,768 Closed
PPW
1039
Pinnacle Private Wealth
Massachusetts
– -$439K -1,755 Closed
MWA
1040
Monograph Wealth Advisors
California
– -$428K -1,713 Closed
AWM
1041
Axxcess Wealth Management
California
– -$362K -1,449 Closed
LB
1042
Leo Brokerage
Texas
– -$347K -1,388 Closed
NLP
1043
Next Level Private
New York
– -$343K -1,373 Closed
MCC
1044
Money Concepts Capital
Florida
– -$341K -1,365 Closed
NC
1045
NovaPoint Capital
Georgia
– -$326K -1,305 Closed
SIA
1046
Schechter Investment Advisors
Michigan
– -$321K -1,285 Closed
TWM
1047
Tradition Wealth Management
Minnesota
– -$320K -1,280 Closed
BIM
1048
Bridges Investment Management
Nebraska
– -$303K -1,209 Closed
HWM
1049
Howard Wealth Management
Connecticut
– -$295K -1,180 Closed
T
1050
TCWP
Ohio
– -$278K -1,115 Closed
40 41
42
43 44