We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFWA
476
Paces Ferry Wealth Advisors
Georgia
$206K – – –
WJWM
477
Williams Jones Wealth Management
New York
$203K +$191K +910 New
LFF
478
Level Four Financial
Texas
$202K +$190K +905 New
PK
479
Pflug Koory
Nebraska
$195K – – –
CT
480
Caldwell Trust
Florida
$190K – – –
GSAM
481
Grant Street Asset Management
Pennsylvania
$184K +$173K +823 New
SWM
482
Sugarloaf Wealth Management
Georgia
$181K -$20.4K -97 -11%
ST
483
Smithfield Trust
Pennsylvania
$163K – – –
LWCFA
484
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$162K – – –
WEC
485
Winslow Evans & Crocker
Massachusetts
$159K – – –
TIM
486
Tortoise Investment Management
New York
$158K – – –
TC
487
Truvestments Capital
Florida
$158K +$149K +710 New
TFS
488
TrustCore Financial Services
Tennessee
$149K +$58.4K +278 +72%
M
489
MOTCO
Texas
$141K +$132K +629 New
NOI
490
Newton One Investments
Delaware
$139K +$130K +621 New
EW
491
Evoke Wealth
California
$133K – – –
MWP
492
Meridian Wealth Partners
Pennsylvania
$132K -$36.5K -174 -23%
TF
493
Tompkins Financial
New York
$127K – – –
AFG
494
Albion Financial Group
Utah
$125K +$117K +558 New
COCM
495
Charter Oak Capital Management
New Hampshire
$123K +$115K +548 New
NG
496
NWK Group
California
$120K – – –
SC
497
SouthState Corp
Florida
$113K -$52.5K -250 -33%
PMFA
498
Plante Moran Financial Advisors
Michigan
$112K – – –
NFG
499
Next Financial Group
Texas
$110K +$16K +76 +18%
FPW
500
Flagship Private Wealth
Massachusetts
$107K +$100K +476 New
18 19
20
21 22