We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
676
Cannon Financial Strategists
Georgia
$280K – – –
RAG
677
RIA Advisory Group
Iowa
$280K -$4.22K -11 -1%
FHA
678
Flagship Harbor Advisors
Massachusetts
$279K +$2.69K +7 +1%
EAM
679
Evanson Asset Management
California
$277K – – –
SSA
680
Shepherd Street Advisors
California
$274K +$272K +708 New
FCBT
681
First Citizens Bank & Trust
North Carolina
$273K +$6.52K +17 +2%
PHWA
682
Petersen Hastings Wealth Advisors
Washington
$272K +$270K +704 New
LA
683
Legacy Advisors
Pennsylvania
$272K – – –
BNMT
684
Bawa N Mallick Trust
New York
$271K – – –
CWM
685
Centurion Wealth Management
Virginia
$271K – – –
CPA
686
Capital Performance Advisors
California
$270K +$48K +125 +22%
MAM
687
Marquette Asset Management
Minnesota
$269K -$15K -39 -5%
BPW
688
Bingham Private Wealth
California
$267K +$265K +691 New
SWGC
689
Summit Wealth Group (Colorado)
Colorado
$265K +$263K +686 New
WPW
690
Winthrop Partners - WNY
New York
$265K +$263K +685 New
CP
691
Canopy Partners
Ohio
$264K – – –
BF
692
Benchmark Financial
Delaware
$263K +$261K +680 New
SCTC
693
Sanibel Captiva Trust Company
Florida
$261K – – –
OIA
694
OneDigital Investment Advisors
Kansas
$260K +$14.2K +37 +6%
VA
695
VestGen Advisors
Illinois
$259K +$257K +671 New
DIA
696
Dana Investment Advisors
Wisconsin
$259K -$4.61K -12 -2%
KAM
697
Knightsbridge Asset Management
California
$258K – – –
AWA
698
Acumen Wealth Advisors
Tennessee
$257K +$255K +665 New
PJWM
699
Philip James Wealth Mangement
Georgia
$257K +$768 +2 +0.3%
QFW
700
QTR Family Wealth
Florida
$256K +$249K +650 New