We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
426
Lighthouse Financial Advisors
Maryland
$211K +$199K +1,174 New
TVWM
427
Tower View Wealth Management
Wisconsin
$210K -$1.6M -9,433 -89%
BOS
428
Bingham Osborn & Scarborough
California
$210K +$198K +1,168 New
AAM
429
Autus Asset Management
Arizona
$209K +$197K +1,160 New
OC
430
Oppenheimer & Co
New York
$209K +$197K +1,161 New
FAM
431
Flaharty Asset Management
Florida
$208K +$196K +1,156 New
PCG
432
Private Capital Group
Connecticut
$189K -$283K -1,673 -61%
SWA
433
Sutton Wealth Advisors
Florida
$168K +$3.73K +22 +2%
CT
434
Caldwell Trust
Florida
$159K
PK
435
Pflug Koory
Nebraska
$158K
FHA
436
First Horizon Advisors
Tennessee
$156K -$537K -3,170 -78%
MWP
437
Meridian Wealth Partners
Pennsylvania
$138K
LWCFA
438
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$131K
ST
439
Smithfield Trust
Pennsylvania
$131K
WEC
440
Winslow Evans & Crocker
Massachusetts
$128K
TIM
441
Tortoise Investment Management
New York
$127K
QCG
442
Quadrant Capital Group
Ohio
$119K
EW
443
Evoke Wealth
California
$107K
TF
444
Tompkins Financial
New York
$103K +$96.6K +570 New
SFSG
445
Stearns Financial Services Group
North Carolina
$101K
PMFA
446
Plante Moran Financial Advisors
Michigan
$94K -$20.3K -120 -19%
FHA
447
Flagship Harbor Advisors
Massachusetts
$92K +$4.74K +28 +6%
Rockefeller Capital Management
448
Rockefeller Capital Management
New York
$88K
PWP
449
Principle Wealth Partners
Connecticut
$87K +$82.2K +485 New
NG
450
NWK Group
California
$84K -$34.2K -202 -30%