We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
501
SlateStone Wealth
Florida
$202K +$196K +788 New
LWCFA
502
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$186K +$181K +725 New
TIM
503
Tortoise Investment Management
New York
$180K – – –
AIM
504
Acropolis Investment Management
Missouri
$179K +$175K +700 New
TC
505
Truvestments Capital
Florida
$163K -$20.4K -82 -11%
M
506
MOTCO
Texas
$161K – – –
NOI
507
Newton One Investments
Delaware
$160K +$748 +3 +0.5%
SWM
508
Sugarloaf Wealth Management
Georgia
$157K -$138K -554 -47%
TF
509
TimeScale Financial
Massachusetts
$148K +$144K +579 New
AFG
510
Albion Financial Group
Utah
$143K +$139K +558 New
COCM
511
Charter Oak Capital Management
New Hampshire
$140K -$748 -3 -0.5%
NG
512
NWK Group
California
$138K +$997 +4 +0.7%
PSIWM
513
Paradigm Strategies in Wealth Management
Minnesota
$136K +$249 +1 +0.2%
CT
514
Caldwell Trust
Florida
$134K -$81.5K -327 -38%
SC
515
SouthState Corp
Florida
$129K – – –
CG
516
Cutler Group
California
$127K +$125K +500 New
FPW
517
Flagship Private Wealth
Massachusetts
$123K – – –
KTC
518
Kistler-Tiffany Companies
Pennsylvania
$121K – – –
FEG
519
Financial Enhancement Group
Indiana
$115K – – –
KFI
520
Key Financial Inc
Pennsylvania
$112K +$64.3K +258 +148%
HI
521
Hudock Inc
Pennsylvania
$106K +$20.4K +82 +25%
AA
522
Addison Advisors
Vermont
$105K +$102K +411 New
RP
523
Rowlandmiller & Partners
Georgia
$102K +$99.7K +400 New
TFGT
524
TS Financial Group (TSFG)
Illinois
$102K – – –
CWM
525
Cranbrook Wealth Management
Michigan
$96K – – –
19 20
21
22 23