We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
551
Willow Creek Wealth Management
California
$434K -$3.65K -10 -0.9%
Betterment LLC
552
Betterment LLC
New York
$432K +$48.9K +134 +13%
VCP
553
Verus Capital Partners
Arizona
$432K – – –
HSA
554
HBK Sorce Advisory
Pennsylvania
$430K – – –
FAT
555
First American Trust
California
$429K -$25.9K -71 -6%
WFA
556
WJ Financial Advisors
Connecticut
$429K +$412K +1,131 New
NP
557
NorthRock Partners
Minnesota
$424K – – –
RWP
558
Revolve Wealth Partners
New Jersey
$420K +$729 +2 +0.2%
MG
559
Mather Group
Illinois
$418K +$365 +1 +0.1%
JJBC
560
James J. Burns & Company
New York
$417K – – –
MPW
561
Magnolia Private Wealth
Pennsylvania
$415K – – –
LFA
562
Lauterbach Financial Advisors
Texas
$415K +$365 +1 +0.1%
AUB
563
Atlantic Union Bankshares
Virginia
$411K +$168K +460 +74%
PRA
564
Pine Ridge Advisers
New York
$410K – – –
AWM
565
Accurate Wealth Management
Florida
$410K -$8.02K -22 -2%
SWM
566
Spire Wealth Management
Virginia
$405K – – –
OWA
567
Outlook Wealth Advisors
Texas
$405K – – –
AIA
568
Alternative Investment Advisors
Florida
$404K -$729 -2 -0.2%
MA
569
MONECO Advisors
Connecticut
$401K +$365 +1 +0.1%
IA
570
IFP Advisors
Florida
$400K -$4.74K -13 -1%
WLPWM
571
Walled Lake Planning & Wealth Management
Illinois
$395K +$729 +2 +0.2%
CCM
572
Chilton Capital Management
Texas
$394K – – –
RWM
573
Rockwood Wealth Management
Pennsylvania
$393K – – –
AWM
574
AE Wealth Management
Kansas
$390K +$2.55K +7 +0.7%
VT
575
Vise Technologies
New York
$387K -$1.12M -3,059 -75%