We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
551
Prospera Financial Services
Texas
$478K -$285K -846 -37%
TPCW
552
TD Private Client Wealth
New York
$474K +$475K +1,410 +17,625%
EAM
553
Evanson Asset Management
California
$470K
CWM
554
Core Wealth Management
Florida
$470K -$3.37K -10 -0.7%
HTC
555
Haverford Trust Company
Pennsylvania
$468K
EWM
556
Empirical Wealth Management
Washington
$467K
GVCM
557
Global View Capital Management
Wisconsin
$463K +$467K +1,388 New
LW
558
Linscomb Wealth
Texas
$460K +$13.8K +41 +3%
BWA
559
Burt Wealth Advisors
Maryland
$456K -$115K -343 -20%
FAIM
560
Financial Advocates Investment Management
Washington
$453K
DT
561
Diversified Trust
Tennessee
$453K +$673 +2 +0.1%
BCWM
562
Bartlett & Co Wealth Management
Ohio
$443K
MWM
563
Meridian Wealth Management
Kentucky
$442K
GWM
564
Greenhouse Wealth Management
Connecticut
$439K
Kovitz Investment Group Partners
565
Kovitz Investment Group Partners
Illinois
$431K -$58.6K -174 -12%
GC
566
Gould Capital
Washington
$431K +$33.3K +99 +8%
1CP
567
17 Capital Partners
Arizona
$426K +$1.35K +4 +0.3%
ClearBridge Investments
568
ClearBridge Investments
New York
$423K +$426K +1,266 New
SWM
569
Spire Wealth Management
Virginia
$423K -$102K -304 -19%
SWM
570
Shakespeare Wealth Management
Wisconsin
$422K
HSA
571
HBK Sorce Advisory
Pennsylvania
$419K -$16.5K -49 -4%
OIA
572
OneDigital Investment Advisors
Kansas
$419K -$121K -360 -22%
AI
573
Auour Investments
Massachusetts
$416K
FAT
574
First American Trust
California
$414K -$9.76K -29 -2%
MFIM
575
Mesirow Financial Investment Management
Illinois
$413K -$57.6K -171 -12%