We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
576
Crewe Advisors
Utah
$412K – – –
SFS
577
Summit Financial Strategies
Ohio
$412K – – –
LSA
578
Lion Street Advisors
Texas
$409K – – –
DIA
579
Davidson Investment Advisors
Montana
$407K +$65K +193 +19%
AF
580
Apexium Financial
Texas
$405K +$9.43K +28 +2%
CAMG
581
CWA Asset Management Group
Florida
$404K – – –
SCM
582
SOL Capital Management
Maryland
$404K – – –
AWM
583
Accurate Wealth Management
Florida
$400K – – –
DWP
584
Daymark Wealth Partners
Ohio
$397K – – –
ACA
585
Anchor Capital Advisors
Massachusetts
$395K +$95.3K +283 +31%
JFGIW
586
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$393K -$17.2K -51 -4%
VCP
587
Verus Capital Partners
Arizona
$391K +$394K +1,169 New
RSWM
588
Robertson Stephens Wealth Management
California
$390K +$12.8K +38 +3%
FCBT
589
First Citizens Bank & Trust
North Carolina
$389K -$1.68K -5 -0.4%
LWM
590
Lyell Wealth Management
California
$384K – – –
PJSIMP
591
P.J. Schmidt Investment Management (PJS)
Wisconsin
$384K – – –
GWA
592
GGM Wealth Advisors
Maryland
$379K +$11.8K +35 +3%
WCWM
593
Willow Creek Wealth Management
California
$371K – – –
RWP
594
Revolve Wealth Partners
New Jersey
$370K – – –
MG
595
Mather Group
Illinois
$369K -$33.3K -99 -8%
RMCM
596
Reynders McVeigh Capital Management
Massachusetts
$368K -$6.4K -19 -2%
JJBC
597
James J. Burns & Company
New York
$368K – – –
FF
598
Fluent Financial
Texas
$367K -$1.01K -3 -0.3%
MPW
599
Magnolia Private Wealth
Pennsylvania
$366K +$369K +1,096 New
LFA
600
Lauterbach Financial Advisors
Texas
$366K – – –
22 23
24
25 26