We are live on ! Find out more
IWB icon

iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
1126
Orgel Wealth Management
Wisconsin
$345K -$735K -1,984 -68%
RIL
1127
Rothschild Investment LLC
Illinois
$344K – – –
TC
1128
TownSquare Capital
Utah
$343K – – –
BFC
1129
Bedel Financial Consulting
Indiana
$342K – – –
SWM
1130
Sherman Wealth Management
Maryland
$342K +$339K +915 New
ODFS
1131
O'Donnell Financial Services
California
$341K – – –
WFS
1132
WealthGarden F.S.
California
$341K +$79.6K +215 +31%
5NPW
1133
55 North Private Wealth
Florida
$340K +$337K +910 New
VFIC
1134
Valley Forge Investment Consultants
Pennsylvania
$337K – – –
AFWM
1135
AMJ Financial Wealth Management
Virginia
$337K – – –
LWMM
1136
Legacy Wealth Management (Mississippi)
Mississippi
$336K +$333K +900 New
KWA
1137
Kingswood Wealth Advisors
California
$336K +$20.4K +55 +7%
TWM
1138
Thrive Wealth Management
Pennsylvania
$335K -$107K -289 -24%
SI
1139
Saxon Interests
Texas
$334K -$51.1K -138 -13%
PWP
1140
Parkwoods Wealth Partners
New York
$333K +$741 +2 +0.2%
CAI
1141
Capital Advisors Inc
Oklahoma
$332K +$370 +1 +0.1%
BCA
1142
Bay Colony Advisors
Massachusetts
$331K -$24.1K -65 -7%
AWP
1143
Accretive Wealth Partners
New Jersey
$330K – – –
LWM
1144
LongView Wealth Management
Georgia
$329K -$88.5K -239 -22%
VFG
1145
Victory Financial Group
Texas
$329K +$99.3K +268 +44%
KIM
1146
Kestra Investment Management
Texas
$329K +$326K +880 New
SP
1147
SmartHarvest Portfolios
Washington
$328K +$326K +879 New
RMCM
1148
Reynders McVeigh Capital Management
Massachusetts
$328K -$27.8K -75 -8%
ACA
1149
Arsenal Capital Advisors
Pennsylvania
$327K +$324K +876 New
CWM
1150
Centurion Wealth Management
Virginia
$326K -$9.63K -26 -3%
44 45
46
47 48