We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
VF
501
Vawter Financial
Ohio
$468K -$9.85K -33 -2%
MWA
502
Midland Wealth Advisors
Illinois
$462K – – –
WHG
503
Westwood Holdings Group
Texas
$458K – – –
BCWM
504
Bartlett & Co Wealth Management
Ohio
$455K – – –
SPIA
505
Steward Partners Investment Advisory
New York
$454K -$32.2K -108 -7%
RW
506
RVW Wealth
California
$452K -$1.19K -4 -0.3%
EWM
507
Empirical Wealth Management
Washington
$452K -$23.9K -80 -5%
FRA
508
Frank Rimerman Advisors
California
$452K – – –
MSAM
509
Moloney Securities Asset Management
Missouri
$451K +$185K +621 +74%
CIA
510
Concurrent Investment Advisors
Florida
$446K +$113K +379 +36%
EL
511
Envoi LLC
Minnesota
$445K -$61.2K -205 -12%
CC
512
Cornerstone Capital
California
$440K -$148K -497 -26%
RIA
513
Realta Investment Advisors
Delaware
$439K -$33.7K -113 -7%
CWM
514
Core Wealth Management
Florida
$437K – – –
SWM
515
Shakespeare Wealth Management
Wisconsin
$437K – – –
AWM
516
Accurate Wealth Management
Florida
$434K – – –
EAM
517
Evanson Asset Management
California
$434K -$25.1K -84 -6%
HTC
518
Haverford Trust Company
Pennsylvania
$432K – – –
KWM
519
Kingsview Wealth Management
Oregon
$428K +$17.9K +60 +5%
FAIM
520
Financial Advocates Investment Management
Washington
$423K – – –
DT
521
Diversified Trust
Tennessee
$421K -$1.49K -5 -0.4%
MG
522
Mather Group
Illinois
$421K +$419K +1,403 New
LW
523
Linscomb Wealth
Texas
$421K -$57.6K -193 -12%
EIA
524
Eldridge Investment Advisors
New Hampshire
$421K – – –
GWM
525
Greenhouse Wealth Management
Connecticut
$405K – – –
19 20
21
22 23