We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
526
Financial Advocates Investment Management
Washington
$431K
EWM
527
Empirical Wealth Management
Washington
$429K -$15.4K -46 -3%
DT
528
Diversified Trust
Tennessee
$429K -$1.68K -5 -0.4%
AAM
529
Ackerman Asset Management
Maryland
$429K +$453K +1,350 New
QCG
530
Quadrant Capital Group
Ohio
$428K -$33.2K -99 -7%
Kovitz Investment Group Partners
531
Kovitz Investment Group Partners
Illinois
$427K +$18.1K +54 +4%
1CP
532
17 Capital Partners
Arizona
$425K +$20.8K +62 +5%
GVCM
533
Global View Capital Management
Wisconsin
$424K -$18.1K -54 -4%
MWM
534
Meridian Wealth Management
Kentucky
$420K
GFWA
535
Grey Fox Wealth Advisors
Delaware
$419K +$161K +480 +57%
DA
536
Detalus Advisors
Missouri
$417K +$441K +1,314 New
FTWA
537
Fifth Third Wealth Advisors
Ohio
$412K -$490K -1,461 -53%
NCM
538
Noesis Capital Mangement
Florida
$409K +$431K +1,286 New
SWM
539
Shakespeare Wealth Management
Wisconsin
$401K
FFA
540
Farther Finance Advisors
California
$394K -$1.26M -3,757 -75%
FAT
541
First American Trust
California
$393K
CA
542
Crewe Advisors
Utah
$391K
SFS
543
Summit Financial Strategies
Ohio
$391K
LSA
544
Lion Street Advisors
Texas
$389K
AF
545
Apexium Financial
Texas
$385K
SCM
546
SOL Capital Management
Maryland
$384K
AI
547
Auour Investments
Massachusetts
$380K
CC
548
Cornerstone Capital
California
$379K -$86.5K -258 -18%
DWP
549
Daymark Wealth Partners
Ohio
$377K
RSWM
550
Robertson Stephens Wealth Management
California
$371K