We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPP
226
Single Point Partners
Massachusetts
$2.22M +$2.31M +9,023 New
FNBOO
227
First National Bank of Omaha
Nebraska
$2.2M
ZIM
228
Zacks Investment Management
Illinois
$2.19M +$482K +1,885 +27%
ASN
229
Advisory Services Network
Georgia
$2.17M +$438K +1,715 +24%
SAM
230
Silvercrest Asset Management
New York
$2.17M
BFPW
231
BOK Financial Private Wealth
Colorado
$2.16M
9WM
232
9258 Wealth Management
Ohio
$2.13M +$80.5K +315 +4%
TA
233
Trellis Advisors
Washington
$2.13M -$15.3K -60 -0.7%
MWM
234
Moran Wealth Management
Florida
$2.09M -$917K -3,588 -30%
IIM
235
Ironwood Investment Management
Massachusetts
$2.07M +$69.5K +272 +3%
WPC
236
Wedmont Private Capital
Pennsylvania
$2.06M +$6.64K +26 +0.3%
AMBIA
237
Allen Mooney & Barnes Investment Advisors
Georgia
$2.04M
CFA
238
Cahill Financial Advisors
Minnesota
$2.04M
FLPIM
239
F.L. Putnam Investment Management
Massachusetts
$2.02M -$41.4K -162 -2%
DF
240
Dunhill Financial
United Kingdom
$2.02M -$1.53K -6 -0.1%
Wealth Enhancement Advisory Services
241
Wealth Enhancement Advisory Services
Minnesota
$2.02M +$1.83M +7,162 +674%
AFAS
242
Acorn Financial Advisory Services
Virginia
$2.01M
PFPT
243
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.99M
AI
244
Atria Investments
North Carolina
$1.96M +$456K +1,783 +29%
ODIJL
245
One Day In July LLC
Vermont
$1.93M +$1.21M +4,720 +149%
PA
246
Planning Alternatives
Michigan
$1.86M
RB
247
Renasant Bank
Mississippi
$1.8M
X
248
Xponance
Pennsylvania
$1.78M +$223K +871 +14%
MWM
249
Modera Wealth Management
New Jersey
$1.78M -$165K -645 -8%
BFM
250
Boston Financial Management
Massachusetts
$1.77M