We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Williams Jones Wealth Management
476
Williams Jones Wealth Management
New York
$216K – – –
CCA
477
Cobblestone Capital Advisors
New York
$215K -$8.83K -38 -4%
LFF
478
Level Four Financial
Texas
$212K -$2.32K -10 -1%
HFG
479
Heron Financial Group
New York
$210K +$203K +873 New
RhumbLine Advisers
480
RhumbLine Advisers
Massachusetts
$209K -$1.62M -6,968 -89%
Alpha Cubed Investments
481
Alpha Cubed Investments
California
$209K -$36K -155 -15%
PK
482
Pflug Koory
Nebraska
$207K – – –
Mount Yale Investment Advisors
483
Mount Yale Investment Advisors
Colorado
$206K +$201K +867 New
Integrated Wealth Concepts
484
Integrated Wealth Concepts
Massachusetts
$205K -$193K -832 -49%
APA
485
Allegiant Private Advisors
Florida
$204K +$199K +858 New
AIC
486
Ameritas Investment Company
Nebraska
$203K +$199K +856 New
CT
487
Caldwell Trust
Florida
$202K – – –
GAM
488
Geier Asset Management
Maryland
$201K +$186K +802 New
Choreo LLC
489
Choreo LLC
Illinois
$201K +$196K +846 New
GSAM
490
Grant Street Asset Management
Pennsylvania
$185K -$9.76K -42 -5%
RWB
491
RMR Wealth Builders
New Jersey
$176K +$158K +682 +1,176%
TFS
492
TrustCore Financial Services
Tennessee
$174K +$15.3K +66 +10%
Smithfield Trust
493
Smithfield Trust
Pennsylvania
$173K – – –
TC
494
Truvestments Capital
Florida
$171K +$2.32K +10 +1%
SWM
495
Sugarloaf Wealth Management
Georgia
$169K +$83.2K +358 +44%
TIM
496
Tortoise Investment Management
New York
$167K – – –
Qube Research & Technologies (QRT)
497
Qube Research & Technologies (QRT)
United Kingdom
$159K +$156K +672 New
M
498
MOTCO
Texas
$149K – – –
NOI
499
Newton One Investments
Delaware
$147K – – –
MWP
500
Meridian Wealth Partners
Pennsylvania
$140K – – –