We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
326
Hollencrest Capital Management
California
$752K -$445K -1,935 -35%
BAM
327
Beaumont Asset Management
Texas
$751K +$136K +590 +19%
PP
328
Prosperity Planning
Missouri
$744K -$27.8K -121 -3%
XF
329
XML Financial
Maryland
$742K +$3.68K +16 +0.4%
FCM
330
Firestone Capital Management
Florida
$736K – – –
SIG
331
Stonegate Investment Group
Alabama
$732K – – –
CAL
332
Capital Analysts LLC
Pennsylvania
$726K – – –
SFO
333
Stokes Family Office
Louisiana
$725K – – –
IWMA
334
Ironwood Wealth Management (Arizona)
Arizona
$720K – – –
SBH
335
Segall Bryant & Hamill
Illinois
$716K -$32.7K -142 -4%
CFC
336
Coyle Financial Counsel
Illinois
$715K +$794K +3,453 New
CCM
337
Chilton Capital Management
Texas
$711K +$23.5K +102 +3%
PFS
338
Prospera Financial Services
Texas
$711K +$66.7K +290 +9%
CWM
339
Circle Wealth Management
New Jersey
$694K – – –
FNT
340
First National Trust
Pennsylvania
$687K +$98.5K +428 +15%
GIA
341
GHP Investment Advisors
Colorado
$681K – – –
BPWM
342
Badgley Phelps Wealth Managers
Washington
$681K +$49.2K +214 +7%
KA
343
Kovack Advisors
Florida
$676K -$29.4K -128 -4%
EWM
344
Evercore Wealth Management
New York
$672K – – –
SW
345
SkyOak Wealth
Michigan
$669K -$70.8K -308 -9%
DAS
346
Dynamic Advisor Solutions
Arizona
$664K +$1.15K +5 +0.2%
CIC
347
Carnegie Investment Counsel
Ohio
$658K +$35.2K +153 +5%
KAM
348
KEB Asset Management
Illinois
$656K +$264K +1,147 +57%
DWT
349
Dorsey & Whitney Trust
South Dakota
$652K – – –
CA
350
Crewe Advisors
Utah
$649K +$250K +1,085 +53%
12 13
14
15 16