We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
501
MTM Investment Management
South Carolina
$656K – – –
TVPW
502
Third View Private Wealth
Connecticut
$654K +$649K +1,690 New
RCAG
503
Rehmann Capital Advisory Group
Michigan
$645K +$32.6K +85 +5%
TP
504
TritonPoint Partners
Maryland
$644K +$639K +1,666 New
FA
505
Fiduciary Alliance
South Carolina
$642K -$15K -39 -2%
BCPWM
506
Bradley & Co Private Wealth Management
Florida
$639K +$36.8K +96 +6%
VWA
507
VERITY Wealth Advisors
United States
$639K – – –
MKW
508
Mullaney, Keating & Wright
Connecticut
$638K +$50.7K +132 +9%
ACA
509
Anchor Capital Advisors
Massachusetts
$634K +$629K +1,640 New
ACA
510
Affinity Capital Advisors
California
$634K -$95.2K -248 -13%
PFA
511
Pathway Financial Advisors
Vermont
$630K – – –
1WM
512
1900 Wealth Management
Texas
$628K +$1.53K +4 +0.2%
IWMA
513
Ironwood Wealth Management (Arizona)
Arizona
$627K – – –
BTW
514
Boston Trust Walden
Massachusetts
$615K – – –
PAG
515
Poinciana Advisors Group
Florida
$614K – – –
AA
516
Ashford Advisors
New York
$612K -$102K -265 -14%
PG
517
Patten Group
Tennessee
$612K +$240K +626 +65%
WE
518
Wealth Effects
Massachusetts
$607K – – –
GRP
519
Global Retirement Partners
California
$604K +$57.2K +149 +11%
HPC
520
HM Payson & Co
Maine
$600K – – –
CPC
521
Cookson Peirce & Co
Pennsylvania
$593K +$588K +1,533 New
RW
522
RVW Wealth
California
$589K – – –
MFA
523
Mayflower Financial Advisors
Massachusetts
$588K – – –
SC
524
Scotia Capital
Ontario, Canada
$586K -$63.3K -165 -10%
VF
525
Vawter Financial
Ohio
$586K – – –
19 20
21
22 23