We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
526
Advisornet Financial
Minnesota
$249K -$11.1K -43 -4%
BIAS
527
Beacon Investment Advisory Services
New Jersey
$248K – – –
PIM
528
Penobscot Investment Management
Massachusetts
$247K – – –
PO
529
Private Ocean
California
$246K -$98.4K -380 -29%
STA
530
Summit Trail Advisors
New York
$246K +$243K +937 New
KPWS
531
Kestra Private Wealth Services
Texas
$246K +$243K +938 New
MCC
532
Money Concepts Capital
Florida
$245K +$156K +601 +180%
OIA
533
OneDigital Investment Advisors
Kansas
$242K -$163K -629 -41%
PFWA
534
Paces Ferry Wealth Advisors
Georgia
$242K +$777 +3 +0.3%
TNB
535
Thomasville National Bank
Georgia
$241K – – –
WJWM
536
Williams Jones Wealth Management
New York
$239K – – –
FF
537
Fluent Financial
Texas
$238K +$28.5K +110 +14%
GCM
538
G2 Capital Management
Ohio
$237K – – –
KWS
539
Keystone Wealth Services
California
$236K – – –
IWA
540
Intercontinental Wealth Advisors
Texas
$236K +$233K +900 New
MRWM
541
ML&R Wealth Management
Texas
$232K – – –
ACI
542
Alpha Cubed Investments
California
$231K – – –
SFG
543
Summit Financial Group
West Virginia
$230K – – –
DT
544
Diversified Trust
Tennessee
$230K +$227K +875 New
PK
545
Pflug Koory
Nebraska
$229K – – –
FBB
546
Fulton Breakefield Broenniman
Maryland
$224K – – –
SWPG
547
Strategic Wealth Partners Group
Illinois
$223K -$118K -454 -35%
CL
548
Choreo LLC
Illinois
$222K – – –
PIFP
549
Partners in Financial Planning
Virginia
$220K – – –
SFA
550
Sequoia Financial Advisors
Ohio
$219K +$217K +837 New
20 21
22
23 24