We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JSW
451
Journey Strategic Wealth
New Jersey
$327K +$363K +1,580 New
PJSIMP
452
P.J. Schmidt Investment Management (PJS)
Wisconsin
$324K – – –
BCPWM
453
Bradley & Co Private Wealth Management
Florida
$322K – – –
BDF
454
Balasa Dinverno & Foltz
$321K – – –
SFS
455
Summit Financial Strategies
Ohio
$321K – – –
PRWA
456
Platte River Wealth Advisors
Colorado
$319K – – –
Citadel Advisors
457
Citadel Advisors
Florida
$316K -$4.89M -21,261 -93%
SSC
458
Syverson Strege & Co
Iowa
$314K +$24.4K +106 +8%
FAG
459
Fortitude Advisory Group
Washington
$314K +$349K +1,519 New
EIA
460
Eldridge Investment Advisors
New Hampshire
$312K – – –
MSS
461
Mitchell Sinkler & Starr
Pennsylvania
$311K +$345K +1,500 New
1SAMC
462
12th Street Asset Management Company
Tennessee
$307K +$341K +1,483 New
BCWM
463
Bartlett & Co Wealth Management
Ohio
$305K +$34.5K +150 +11%
BC
464
Bartlett & Co
Ohio
$305K +$34.5K +150 +11%
WPA
465
West Paces Advisors
Georgia
$299K +$1.15K +5 +0.3%
MWM
466
Madison Wealth Management
Ohio
$295K – – –
CPFP
467
Clear Perspectives Financial Planning
Ohio
$291K – – –
HTC
468
Haverford Trust Company
Pennsylvania
$290K – – –
BIC
469
Beach Investment Counsel
Pennsylvania
$289K – – –
CNB
470
Camden National Bank
Maine
$288K – – –
SIA
471
Schechter Investment Advisors
Michigan
$288K – – –
FAIM
472
Financial Advocates Investment Management
Washington
$287K +$230 +1 +0.1%
OIA
473
OneDigital Investment Advisors
Kansas
$287K +$2.76K +12 +0.9%
ATPW
474
Ashton Thomas Private Wealth
Arizona
$282K – – –
FWCM
475
Ferguson Wellman Capital Management
Oregon
$279K – – –