We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
ATPW
526
Ashton Thomas Private Wealth
Arizona
$364K +$6.12K +24 +2%
HSA
527
HBK Sorce Advisory
Pennsylvania
$363K -$71.1K -279 -17%
MWM
528
Meridian Wealth Management
Kentucky
$362K -$337K -1,321 -50%
DIA
529
Davidson Investment Advisors
Montana
$362K +$75.5K +296 +29%
RMCM
530
Reynders McVeigh Capital Management
Massachusetts
$356K -$38.2K -150 -10%
GC
531
Gould Capital
Washington
$356K -$4.84K -19 -1%
SA
532
Strategic Advocates
Utah
$353K -$170K -668 -34%
WPA
533
West Paces Advisors
Georgia
$351K – – –
OWA
534
Outlook Wealth Advisors
Texas
$348K – – –
GSEP
535
Golden State Equity Partners
California
$347K +$324K +1,269 New
DA
536
DCM Advisors
New York
$344K +$320K +1,255 New
AI
537
Auour Investments
Massachusetts
$336K – – –
RSWM
538
Robertson Stephens Wealth Management
California
$333K – – –
CWM
539
Connecticut Wealth Management
Connecticut
$332K -$1.02K -4 -0.3%
CAMG
540
CWA Asset Management Group
Florida
$331K – – –
SCM
541
SOL Capital Management
Maryland
$331K – – –
SCM
542
Sterneck Capital Management
Missouri
$329K – – –
PTC
543
Private Trust Company
Ohio
$328K – – –
AF
544
Apexium Financial
Texas
$324K +$1.78K +7 +0.6%
SWM
545
Shakespeare Wealth Management
Wisconsin
$323K +$255 +1 +0.1%
FHA
546
Flagship Harbor Advisors
Massachusetts
$322K -$6.12K -24 -2%
PJSIMP
547
P.J. Schmidt Investment Management (PJS)
Wisconsin
$321K -$89.2K -350 -23%
MGWM
548
Marks Group Wealth Management
Minnesota
$318K +$296K +1,160 New
WCWM
549
Willow Creek Wealth Management
California
$317K – – –
MAP
550
Moody Aldrich Partners
Massachusetts
$316K +$294K +1,155 New
20 21
22
23 24