We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAS
376
Optivise Advisory Services
Tennessee
$997K – – –
PPW
377
Parcion Private Wealth
Washington
$988K – – –
WS
378
Wedbush Securities
California
$984K +$2.01K +6 +0.2%
GFA
379
Gallagher Fiduciary Advisors
Illinois
$984K +$1.04M +3,097 New
SMA
380
Sage Mountain Advisors
Georgia
$970K – – –
IWMA
381
Ironwood Wealth Management (Arizona)
Arizona
$967K – – –
HAIM
382
Hunter Associates Investment Management
Pennsylvania
$966K +$1.02M +3,040 New
LAS
383
LWM Advisory Services
Florida
$966K – – –
Balyasny Asset Management
384
Balyasny Asset Management
Illinois
$959K +$1.01M +3,018 New
EGA
385
E&G Advisors
Texas
$954K – – –
RWP
386
RWA Wealth Partners
Massachusetts
$945K – – –
BAM
387
Beaumont Asset Management
Texas
$935K -$8.38K -25 -0.8%
CCM
388
Condor Capital Management
New Jersey
$933K – – –
GCA
389
Greenwood Capital Associates
South Carolina
$922K -$15.4K -46 -2%
FNC
390
First National Corp
Massachusetts
$922K – – –
RSC
391
Red Spruce Capital
Pennsylvania
$914K -$65K -194 -6%
CWA
392
CM Wealth Advisors
Ohio
$911K – – –
DAS
393
Dynamic Advisor Solutions
Arizona
$894K +$1.34K +4 +0.1%
SW
394
SkyOak Wealth
Michigan
$894K -$15.1K -45 -2%
AG
395
Ascent Group
Virginia
$892K +$941K +2,808 New
JWM
396
Jackson Wealth Management
Florida
$890K – – –
OMIC
397
Old Mission Investment Co
Michigan
$889K – – –
JWCA
398
J.W. Cole Advisors
Florida
$887K -$504K -1,504 -35%
GT
399
Glenview Trust
Kentucky
$885K – – –
CNB
400
Camden National Bank
Maine
$878K – – –