We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
VFG
726
Victory Financial Group
Texas
$241K +$824 +2 +0.4%
AFG
727
Albion Financial Group
Utah
$238K – – –
KBFS
728
Kohmann Bosshard Financial Services
Ohio
$237K – – –
AFG
729
Allegheny Financial Group
Pennsylvania
$235K +$412 +1 +0.2%
B
730
BetterWealth
California
$235K – – –
MA
731
MCF Advisors
Kentucky
$235K – – –
OAS
732
Optivise Advisory Services
Tennessee
$234K -$30.1K -73 -12%
KA
733
Kearns & Associates
California
$234K – – –
AWM
734
Apollon Wealth Management
South Carolina
$232K -$15.2K -37 -6%
CASB
735
Cape Ann Savings Bank
Massachusetts
$230K – – –
TW
736
Tempo Wealth
Ohio
$230K +$222K +539 New
GFA
737
Godfrey Financial Associates
New York
$226K -$6.18K -15 -3%
IAAG
738
Innovative Asset Advisors Group
Connecticut
$226K +$91.5K +222 +72%
PRP
739
Peak Retirement Planning
Ohio
$224K +$216K +525 New
PCM
740
Parsons Capital Management
Rhode Island
$224K +$216K +525 New
HP
741
Holistic Planning
Texas
$222K +$214K +520 New
SIM
742
Synergy Investment Management
Florida
$221K -$3.71K -9 -2%
GA
743
GSG Advisors
New Jersey
$221K +$213K +517 New
IWP
744
Innova Wealth Partners
Pennsylvania
$221K +$213K +517 New
MGWM
745
Marks Group Wealth Management
Minnesota
$220K -$11.5K -28 -5%
FCAS
746
First Command Advisory Services
Texas
$219K -$24.7K -60 -10%
RA
747
Riverstone Advisors
Texas
$219K +$212K +514 New
AWM
748
Avior Wealth Management
Nebraska
$218K +$211K +511 New
EWA
749
EverSource Wealth Advisors
Alabama
$217K +$210K +510 New
PCM
750
Passive Capital Management
Maryland
$217K – – –
28 29
30
31 32