We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
551
Crewe Advisors
Utah
$432K
SFS
552
Summit Financial Strategies
Ohio
$432K
MFIM
553
Mesirow Financial Investment Management
Illinois
$432K -$59.4K -183 -13%
LSA
554
Lion Street Advisors
Texas
$430K
AF
555
Apexium Financial
Texas
$426K
SCM
556
SOL Capital Management
Maryland
$425K
AI
557
Auour Investments
Massachusetts
$424K
FAT
558
First American Trust
California
$423K -$11K -34 -3%
PL
559
Plancorp LLC
Missouri
$417K +$47.1K +145 +14%
DWP
560
Daymark Wealth Partners
Ohio
$415K -$1.62K -5 -0.4%
WCWM
561
Willow Creek Wealth Management
California
$405K
LWM
562
Lyell Wealth Management
California
$404K
PJSIMP
563
P.J. Schmidt Investment Management (PJS)
Wisconsin
$404K
RSWM
564
Robertson Stephens Wealth Management
California
$403K -$5.85K -18 -2%
HCA
565
Heck Capital Advisors
Wisconsin
$403K
VCP
566
Verus Capital Partners
Arizona
$400K
HSA
567
HBK Sorce Advisory
Pennsylvania
$399K
GVCM
568
Global View Capital Management
Wisconsin
$398K -$64.6K -199 -15%
FF
569
Fluent Financial
Texas
$396K +$1.95K +6 +0.5%
AWM
570
Accurate Wealth Management
Florida
$395K
NP
571
NorthRock Partners
Minnesota
$393K +$338K +1,040 +1,300%
RWP
572
Revolve Wealth Partners
New Jersey
$389K +$650 +2 +0.2%
AA
573
Ashford Advisors
New York
$388K +$1.39M +4,294 +232%
MG
574
Mather Group
Illinois
$387K
JJBC
575
James J. Burns & Company
New York
$386K