We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPA
401
High Probability Advisors
New York
$362K – – –
CPFP
402
Clear Perspectives Financial Planning
Ohio
$359K – – –
BIC
403
Beach Investment Counsel
Pennsylvania
$358K – – –
CA
404
CGN Advisors
Kansas
$358K – – –
HTC
405
Haverford Trust Company
Pennsylvania
$358K – – –
CNB
406
Camden National Bank
Maine
$356K – – –
BC
407
Bartlett & Co
Ohio
$352K – – –
PFBT
408
Parkside Financial Bank & Trust
Missouri
$352K – – –
BCWM
409
Bartlett & Co Wealth Management
Ohio
$352K – – –
ATPW
410
Ashton Thomas Private Wealth
Arizona
$349K -$78K -313 -19%
VWA
411
V Wealth Advisors
Kansas
$349K +$9.72K +39 +3%
CC
412
Cornerstone Capital
California
$349K +$92.7K +372 +37%
WGAM
413
Wilkinson Global Asset Management
New York
$345K – – –
RSWM
414
Robertson Stephens Wealth Management
California
$343K – – –
PS
415
Portfolio Solutions
Michigan
$340K – – –
WFA
416
Wade Financial Advisory
California
$340K – – –
WCWM
417
Willow Creek Wealth Management
California
$335K – – –
SPIA
418
Steward Partners Investment Advisory
New York
$334K -$90.7K -364 -22%
BO
419
BRR OpCo
Ohio
$333K – – –
SSC
420
Syverson Strege & Co
Iowa
$333K +$499 +2 +0.2%
BDF
421
Balasa Dinverno & Foltz
$332K – – –
PWM
422
Perigon Wealth Management
California
$326K – – –
OWA
423
Outlook Wealth Advisors
Texas
$326K +$317K +1,273 New
MWM
424
Meridian Wealth Management
Kentucky
$323K – – –
S
425
SignatureFD
Georgia
$323K – – –