We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
NRC
476
New Republic Capital
North Carolina
$571K – – –
EIP
477
Ellis Investment Partners
Pennsylvania
$566K -$353K -1,053 -37%
CAMG
478
CWA Asset Management Group
Florida
$565K +$191K +569 +47%
MIM
479
MTM Investment Management
South Carolina
$561K +$25.1K +75 +4%
NGA
480
Naples Global Advisors
Florida
$559K +$590K +1,760 New
ATPW
481
Ashton Thomas Private Wealth
Arizona
$550K -$39.6K -118 -6%
FG
482
Foster Group
Iowa
$544K -$33.5K -100 -6%
1WM
483
1900 Wealth Management
Texas
$536K +$1.34K +4 +0.2%
HPC
484
HM Payson & Co
Maine
$535K – – –
CFP
485
Catalyst Financial Partners
Massachusetts
$530K -$777K -2,317 -58%
BHBT
486
Burke & Herbert Bank & Trust
Virginia
$530K +$559K +1,668 New
ACM
487
Armbruster Capital Management
New York
$529K -$357K -1,065 -39%
VWA
488
VERITY Wealth Advisors
United States
$524K – – –
QPWM
489
Quadrant Private Wealth Management
Pennsylvania
$520K +$1.34K +4 +0.2%
FFM
490
Forum Financial Management
Illinois
$519K -$1.34K -4 -0.2%
CCM
491
Chilton Capital Management
Texas
$511K -$211K -630 -28%
PAG
492
Poinciana Advisors Group
Florida
$509K – – –
PFA
493
Pathway Financial Advisors
Vermont
$508K – – –
BTW
494
Boston Trust Walden
Massachusetts
$505K +$533K +1,590 New
KWM
495
Kingsview Wealth Management
Oregon
$500K +$335 +1 +0.1%
RCAG
496
Rehmann Capital Advisory Group
Michigan
$500K -$26.2K -78 -5%
WE
497
Wealth Effects
Massachusetts
$498K – – –
1SAMC
498
12th Street Asset Management Company
Tennessee
$497K -$1.77M -5,273 -77%
FWCM
499
Ferguson Wellman Capital Management
Oregon
$496K – – –
QCM
500
QRG Capital Management
Illinois
$495K -$791K -2,358 -60%
18 19
20
21 22