We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
576
Sugarloaf Wealth Management
Georgia
$171K +$542 +2 +0.3%
TIM
577
Tortoise Investment Management
New York
$163K -$32K -118 -17%
TC
578
Truvestments Capital
Florida
$158K -$2.44K -9 -2%
TF
579
Tompkins Financial
New York
$158K – – –
AFG
580
Albion Financial Group
Utah
$155K – – –
SSB
581
Sandy Spring Bank
Maryland
$155K – – –
S
582
SignatureFD
Georgia
$154K – – –
COCM
583
Charter Oak Capital Management
New Hampshire
$146K -$2.71K -10 -2%
CT
584
Caldwell Trust
Florida
$146K – – –
SC
585
SouthState Corp
Florida
$140K – – –
CWP
586
Concord Wealth Partners
Virginia
$136K +$132K +489 New
FCA
587
FinTrust Capital Advisors
South Carolina
$134K +$131K +483 New
LWANC
588
Laurel Wealth Advisors (North Carolina)
North Carolina
$128K -$27.1K -100 -18%
AWM
589
Abound Wealth Management
Tennessee
$126K +$123K +454 New
CA
590
Cornerstone Advisory
Maryland
$121K +$118K +434 New
M
591
MOTCO
Texas
$120K -$53.4K -197 -31%
KFI
592
Key Financial Inc
Pennsylvania
$120K – – –
LCOV
593
London Company of Virginia
Virginia
$118K +$115K +426 New
HI
594
Hudock Inc
Pennsylvania
$116K +$271 +1 +0.2%
TFGT
595
TS Financial Group (TSFG)
Illinois
$111K – – –
RP
596
Rowlandmiller & Partners
Georgia
$111K +$108K +400 New
FEG
597
Financial Enhancement Group
Indiana
$109K – – –
HFS
598
HBC Financial Services
Washington
$105K +$7.31K +27 +8%
SCA
599
Sandy Cove Advisors
Massachusetts
$105K +$103K +380 New
CWM
600
Cranbrook Wealth Management
Michigan
$104K – – –
22 23
24
25 26