We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
401
Betterment LLC
New York
$655K -$27.7K -115 -4%
IAIM
402
International Assets Investment Management
Florida
$650K +$17.6K +73 +3%
CCM
403
Chilton Capital Management
Texas
$637K -$192K -799 -24%
OA
404
Oxbow Advisors
Texas
$635K
MFA
405
Mayflower Financial Advisors
Massachusetts
$631K +$721 +3 +0.1%
BRWA
406
B. Riley Wealth Advisors
Florida
$618K -$5.53K -23 -0.9%
RJT
407
Raymond James Trust
Florida
$610K -$7.21K -30 -1%
SW
408
SlateStone Wealth
Florida
$609K +$240 +1 +0%
LFA
409
Legacy Financial Advisors
Kentucky
$602K -$18.5K -77 -3%
GC
410
Gibson Capital
Pennsylvania
$594K
WFA
411
Wade Financial Advisory
California
$593K
CCA
412
Cobblestone Capital Advisors
New York
$591K -$481 -2 -0.1%
PP
413
PrairieView Partners
Minnesota
$583K
CFA
414
Capstone Financial Advisors
Illinois
$581K +$1.44K +6 +0.3%
AA
415
Ashford Advisors
New York
$578K
PWM
416
Perigon Wealth Management
California
$574K +$186K +775 +52%
CWM
417
C2C Wealth Management
Arizona
$572K
CWM
418
Collaborative Wealth Management
Florida
$570K
CAC
419
Certified Advisory Corp
Florida
$570K +$538K +2,238 New
FF
420
Francis Financial
$569K -$6.73K -28 -1%
WE
421
Wealth Effects
Massachusetts
$561K
RCAG
422
Rehmann Capital Advisory Group
Michigan
$557K +$240 +1 +0%
USB
423
Union Savings Bank
Connecticut
$555K +$506K +2,106 New
TGAM
424
TBH Global Asset Management
Tennessee
$553K
FPAS
425
Focus Partners Advisor Solutions
Missouri
$552K +$28.9K +120 +6%