We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
526
Steward Partners Investment Advisory
New York
$368K – – –
ATPW
527
Ashton Thomas Private Wealth
Arizona
$364K +$6.12K +24 +2%
HSA
528
HBK Sorce Advisory
Pennsylvania
$363K -$71.1K -279 -17%
MWM
529
Meridian Wealth Management
Kentucky
$362K -$337K -1,321 -50%
DIA
530
Davidson Investment Advisors
Montana
$362K +$75.5K +296 +29%
RMCM
531
Reynders McVeigh Capital Management
Massachusetts
$356K -$38.2K -150 -10%
GC
532
Gould Capital
Washington
$356K -$4.84K -19 -1%
SA
533
Strategic Advocates
Utah
$353K -$170K -668 -34%
WPA
534
West Paces Advisors
Georgia
$351K – – –
OWA
535
Outlook Wealth Advisors
Texas
$348K – – –
GSEP
536
Golden State Equity Partners
California
$347K +$324K +1,269 New
DA
537
DCM Advisors
New York
$344K +$320K +1,255 New
AI
538
Auour Investments
Massachusetts
$336K – – –
RSWM
539
Robertson Stephens Wealth Management
California
$333K – – –
CWM
540
Connecticut Wealth Management
Connecticut
$332K -$1.02K -4 -0.3%
CAMG
541
CWA Asset Management Group
Florida
$331K – – –
SCM
542
SOL Capital Management
Maryland
$331K – – –
SCM
543
Sterneck Capital Management
Missouri
$329K – – –
PTC
544
Private Trust Company
Ohio
$328K – – –
AF
545
Apexium Financial
Texas
$324K +$1.78K +7 +0.6%
SWM
546
Shakespeare Wealth Management
Wisconsin
$323K +$255 +1 +0.1%
FHA
547
Flagship Harbor Advisors
Massachusetts
$322K -$6.12K -24 -2%
PJSIMP
548
P.J. Schmidt Investment Management (PJS)
Wisconsin
$321K -$89.2K -350 -23%
MGWM
549
Marks Group Wealth Management
Minnesota
$318K +$296K +1,160 New
WCWM
550
Willow Creek Wealth Management
California
$317K – – –
20 21
22
23 24