We are live on ! Find out more
IWB icon

iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWC
1026
Abundance Wealth Counselors
Pennsylvania
$365K -$6.59K -21 -2%
FFG
1027
Fortress Financial Group
Minnesota
$363K – – –
SOAG
1028
Silver Oak Advisory Group
Oregon
$360K – – –
EWA
1029
Encompass Wealth Advisors
Oregon
$360K -$4.71K -15 -1%
WAM
1030
Wernau Asset Management
Massachusetts
$360K – – –
EWA
1031
Exencial Wealth Advisors
Oklahoma
$360K +$70K +223 +27%
MWP
1032
Madison Wealth Partners
Wisconsin
$359K +$628 +2 +0.2%
EE
1033
EWG Elevate
California
$357K – – –
LWMM
1034
Legacy Wealth Management (Mississippi)
Mississippi
$357K – – –
SF
1035
Strategent Financial
Virginia
$356K +$329K +1,049 New
KWS
1036
Keystone Wealth Services
California
$356K +$314 +1 +0.1%
FC
1037
Forte Capital
New York
$356K -$6.28K -20 -2%
PCH
1038
PGIM Custom Harvest
New Jersey
$356K +$329K +1,048 New
RW
1039
Rockport Wealth
Ohio
$356K +$329K +1,048 New
IAG
1040
Investmark Advisory Group
Connecticut
$355K -$1.88K -6 -0.6%
FFC
1041
Frederick Financial Consultants
Maryland
$353K – – –
FM
1042
Foster & Motley
Ohio
$352K -$1.26K -4 -0.4%
MIFH
1043
Migdal Insurance & Financial Holdings
Israel
$351K +$11K +35 +4%
UIM
1044
Unified Investment Management
Georgia
$351K – – –
BA
1045
Bridgewater Advisors
New York
$351K – – –
LKWM
1046
Lee-Kelleher Wealth Management
Maryland
$347K -$6.59K -21 -2%
APP
1047
Avantax Planning Partners
Iowa
$347K +$30.4K +97 +10%
ODFS
1048
O'Donnell Financial Services
California
$345K +$31.7K +101 +11%
KIA
1049
KCM Investment Advisors
California
$344K – – –
CAI
1050
Capital Advisors Inc
Oklahoma
$343K +$18.8K +60 +6%
40 41
42
43 44