We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PL
426
Plancorp LLC
Missouri
$304K
PAG
427
Pinnacle Advisory Group
Maryland
$303K +$296K +1,276 New
PWM
428
Perigon Wealth Management
California
$302K -$3.25K -14 -1%
S
429
SignatureFD
Georgia
$300K -$364K -1,566 -55%
ZCA
430
Zeke Capital Advisors
Pennsylvania
$300K
MWM
431
Meridian Wealth Management
Kentucky
$299K
CRC
432
Curi RMB Capital
Illinois
$295K
NEGWA
433
New England Guild Wealth Advisors
Connecticut
$291K +$3.95K +17 +1%
CAM
434
Campion Asset Management
Virginia
$291K +$285K +1,225 New
NEPWA
435
New England Private Wealth Advisors
Massachusetts
$288K +$282K +1,216 New
LRIA
436
Leonard Rickey Investment Advisors
Washington
$282K -$9.99K -43 -3%
OC
437
Oppenheimer & Co
New York
$278K +$697 +3 +0.3%
CRWM
438
Castle Rock Wealth Management
California
$277K +$261K +1,123 New
Bank of Montreal
439
Bank of Montreal
Ontario, Canada
$275K -$415K -1,788 -61%
PCG
440
Private Capital Group
Connecticut
$274K -$83.4K -359 -24%
BWA
441
Burt Wealth Advisors
Maryland
$274K
FHA
442
Flagship Harbor Advisors
Massachusetts
$274K
BA
443
Bluesphere Advisors
Pennsylvania
$273K -$33.7K -145 -11%
CCMW
444
Cypress Capital Management (Wyoming)
Wyoming
$273K -$4.64K -20 -2%
FCB
445
First Command Bank
Texas
$270K -$5.34K -23 -2%
FCFS
446
First Command Financial Services
Texas
$270K -$5.34K -23 -2%
AAM
447
Autus Asset Management
Arizona
$268K
VL
448
Vorpal LLC
Tennessee
$267K +$261K +1,125 New
CAM
449
Cubic Asset Management
Massachusetts
$262K
FAM
450
Flaharty Asset Management
Florida
$260K