We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
476
Burt Wealth Advisors
Maryland
$527K – – –
BF
477
BOK Financial
Oklahoma
$525K +$507K +1,700 New
MIM
478
MTM Investment Management
South Carolina
$523K – – –
PP
479
PrairieView Partners
Minnesota
$522K -$77.6K -260 -13%
ECG
480
EPIQ Capital Group
California
$510K +$1.49K +5 +0.3%
VWA
481
VERITY Wealth Advisors
United States
$510K -$34.9K -117 -7%
GI
482
GLOBALT Investments
Georgia
$506K -$28.6K -96 -6%
LSA
483
Lion Street Advisors
Texas
$502K +$82.1K +275 +20%
QPWM
484
Quadrant Private Wealth Management
Pennsylvania
$501K +$1.49K +5 +0.3%
OIA
485
OneDigital Investment Advisors
Kansas
$498K +$161K +540 +50%
PFA
486
Pathway Financial Advisors
Vermont
$494K – – –
WB
487
WesBanco Bank
West Virginia
$488K – – –
FFM
488
Forum Financial Management
Illinois
$488K +$895 +3 +0.2%
WE
489
Wealth Effects
Massachusetts
$484K -$5.37K -18 -1%
RFC
490
Regions Financial Corp
Alabama
$484K – – –
KPWS
491
Kestra Private Wealth Services
Texas
$483K -$8.06K -27 -2%
FWCM
492
Ferguson Wellman Capital Management
Oregon
$482K – – –
BCPWM
493
Bradley & Co Private Wealth Management
Florida
$481K – – –
PRWA
494
Platte River Wealth Advisors
Colorado
$475K – – –
MFA
495
Mayflower Financial Advisors
Massachusetts
$474K -$262K -877 -36%
QCG
496
Quadrant Capital Group
Ohio
$474K – – –
LFA
497
Legacy Financial Advisors
Kentucky
$473K – – –
MSS
498
Mitchell Sinkler & Starr
Pennsylvania
$472K – – –
MKW
499
Mullaney, Keating & Wright
Connecticut
$471K +$456K +1,527 New
VF
500
Vawter Financial
Ohio
$468K -$9.85K -33 -2%
18 19
20
21 22