We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
676
Golden State Equity Partners
California
$237K -$12.3K -38 -5%
CIM
677
CIM Investment Management
Pennsylvania
$234K -$245K -755 -53%
KAM
678
Knightsbridge Asset Management
California
$234K +$217K +668 New
MAM
679
Marquette Asset Management
Minnesota
$232K – – –
PJWM
680
Philip James Wealth Mangement
Georgia
$232K +$650 +2 +0.3%
CFS
681
CRA Financial Services
New Jersey
$232K – – –
CG
682
CFO4Life Group
Texas
$231K -$53.6K -165 -20%
OCPWS
683
One Charles Private Wealth Services
Massachusetts
$231K – – –
KAS
684
KPP Advisory Services
Kentucky
$230K +$212K +654 New
MWP
685
Meridian Wealth Partners
Pennsylvania
$228K – – –
BHIA
686
Birch Hill Investment Advisors
Massachusetts
$228K – – –
RWM
687
Rezny Wealth Management
Florida
$228K – – –
RT
688
Rockland Trust
Massachusetts
$228K – – –
WJWM
689
Williams Jones Wealth Management
New York
$228K +$211K +650 New
LWM
690
LJI Wealth Management
Indiana
$227K +$210K +647 New
PWMG
691
Private Wealth Management Group
New Jersey
$226K – – –
OIA
692
OneDigital Investment Advisors
Kansas
$223K – – –
SFP
693
SwitchPoint Financial Planning
Utah
$223K – – –
PCFFS
694
Pacific Center for Financial Services
California
$221K – – –
FCAS
695
First Command Advisory Services
Texas
$221K -$16.6K -51 -8%
PIM
696
Penobscot Investment Management
Massachusetts
$220K +$203K +626 New
PCM
697
Parsons Capital Management
Rhode Island
$219K +$203K +625 New
AUB
698
Atlantic Union Bankshares
Virginia
$219K +$203K +624 New
GFL
699
Granite FO LLC
New Hampshire
$215K – – –
PIFP
700
Partners in Financial Planning
Virginia
$214K +$198K +611 New
26 27
28
29 30