We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PG
551
Patten Group
Tennessee
$321K – – –
1CP
552
17 Capital Partners
Arizona
$321K +$57.3K +201 +23%
PIA
553
Perennial Investment Advisors
California
$321K +$285 +1 +0.1%
OWA
554
Outlook Wealth Advisors
Texas
$320K -$58.5K -205 -16%
CIA
555
Concurrent Investment Advisors
Florida
$320K +$304K +1,067 New
FF
556
Fluent Financial
Texas
$318K +$7.13K +25 +2%
PL
557
Plancorp LLC
Missouri
$313K -$12.6K -44 -4%
RWM
558
Rockwood Wealth Management
Pennsylvania
$311K – – –
SA
559
Strategic Advocates
Utah
$311K -$72.7K -255 -20%
LFAS
560
Level Four Advisory Services
Texas
$309K – – –
WMA
561
Wealth Management Associates
New Jersey
$309K – – –
DIA
562
Davidson Investment Advisors
Montana
$308K -$84.4K -296 -22%
WLPWM
563
Walled Lake Planning & Wealth Management
Illinois
$307K +$2.57K +9 +0.9%
NEWAS
564
N.E.W. Advisory Services
Wisconsin
$304K -$2.85K -10 -1%
AA
565
AlphaMark Advisors
Kentucky
$304K – – –
BFO
566
Biltmore Family Office
North Carolina
$302K – – –
CAWM
567
Capital Advisors Wealth Management
Washington
$300K – – –
LA
568
LM Advisors
California
$300K – – –
KJHP
569
K.J. Harrison & Partners
Ontario, Canada
$297K – – –
LCGC
570
Legacy Capital Group California
California
$296K – – –
JC
571
Jacobs & Co
California
$294K – – –
Members Trust
572
Members Trust
Florida
$293K – – –
IA
573
IFP Advisors
Florida
$288K – – –
AFG
574
Altiora Financial Group
Ohio
$287K +$571 +2 +0.2%
FA
575
Fermata Advisors
California
$282K +$30.2K +106 +13%