We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
501
Outlook Wealth Advisors
Texas
$324K – – –
MWM
502
Meridian Wealth Management
Kentucky
$323K – – –
CWM
503
Connecticut Wealth Management
Connecticut
$310K – – –
RSWM
504
Robertson Stephens Wealth Management
California
$310K -$5.05K -21 -2%
CAMG
505
CWA Asset Management Group
Florida
$308K +$291K +1,210 New
AI
506
Auour Investments
Massachusetts
$307K +$291K +1,208 New
SWM
507
Shakespeare Wealth Management
Wisconsin
$307K -$5.05K -21 -2%
FHA
508
Flagship Harbor Advisors
Massachusetts
$306K – – –
SCM
509
Sterneck Capital Management
Missouri
$306K – – –
PTC
510
Private Trust Company
Ohio
$305K – – –
AF
511
Apexium Financial
Texas
$300K -$2.4K -10 -0.8%
WCWM
512
Willow Creek Wealth Management
California
$295K -$14.9K -62 -5%
CAM
513
Cubic Asset Management
Massachusetts
$291K – – –
OIA
514
OneDigital Investment Advisors
Kansas
$291K +$17.1K +71 +7%
PL
515
Plancorp LLC
Missouri
$291K – – –
RRCM
516
Rappaport Reiches Capital Management
Illinois
$288K -$312K -1,296 -53%
RWP
517
Revolve Wealth Partners
New Jersey
$281K +$5.77K +24 +2%
FRA
518
Frank Rimerman Advisors
California
$281K – – –
GWA
519
GGM Wealth Advisors
Maryland
$280K +$265K +1,100 New
JJBC
520
James J. Burns & Company
New York
$280K – – –
OCPWS
521
One Charles Private Wealth Services
Massachusetts
$280K – – –
PG
522
Patten Group
Tennessee
$276K – – –
PRA
523
Pine Ridge Advisers
New York
$276K – – –
NEWAS
524
N.E.W. Advisory Services
Wisconsin
$274K -$63.2K -263 -20%
MA
525
MONECO Advisors
Connecticut
$274K +$481 +2 +0.2%
19 20
21
22 23