We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
526
Castle Rock Wealth Management
California
$271K +$4.88K +18 +2%
AAM
527
Autus Asset Management
Arizona
$267K – – –
RW
528
REDW Wealth
New Mexico
$266K – – –
BIAS
529
Beacon Investment Advisory Services
New Jersey
$263K – – –
PIM
530
Penobscot Investment Management
Massachusetts
$262K – – –
NA
531
NewEdge Advisors
Louisiana
$261K +$254K +939 New
LHC
532
Little House Capital
Massachusetts
$258K – – –
TNB
533
Thomasville National Bank
Georgia
$255K – – –
PFWA
534
Paces Ferry Wealth Advisors
Georgia
$255K +$1.35K +5 +0.5%
WJWM
535
Williams Jones Wealth Management
New York
$253K – – –
GCM
536
G2 Capital Management
Ohio
$251K +$245K +904 New
KWS
537
Keystone Wealth Services
California
$249K +$244K +899 New
MRWM
538
ML&R Wealth Management
Texas
$246K +$240K +886 New
ACI
539
Alpha Cubed Investments
California
$244K – – –
SFG
540
Summit Financial Group
West Virginia
$243K – – –
PK
541
Pflug Koory
Nebraska
$242K – – –
FBB
542
Fulton Breakefield Broenniman
Maryland
$237K -$20.3K -75 -8%
CCA
543
Cobblestone Capital Advisors
New York
$236K – – –
CL
544
Choreo LLC
Illinois
$235K – – –
PIA
545
Perennial Investment Advisors
California
$235K +$229K +847 New
PIFP
546
Partners in Financial Planning
Virginia
$229K – – –
HI
547
Harbour Investments
Wisconsin
$226K – – –
AIA
548
Arbor Investment Advisors
North Carolina
$225K – – –
HTHT
549
Hemenway Trust Hemenway Trust
New Hampshire
$222K -$27.1K -100 -11%
CFGS
550
Concourse Financial Group Securities
Alabama
$222K – – –
20 21
22
23 24