We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NL
101
NEPC LLC
Massachusetts
$17.8M +$6.95M +18,112 +65%
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$17.8M -$1.02M -2,658 -5%
KPWM
103
KDK Private Wealth Management
Texas
$17.5M +$179K +466 +1%
Citigroup
104
Citigroup
New York
$17.3M +$295K +770 +2%
UCFA
105
United Capital Financial Advisors
Texas
$16.8M +$236K +615 +1%
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$16.6M +$537K +1,399 +3%
FEG
107
Fund Evaluation Group
Ohio
$16.4M -$388K -1,010 -2%
CAG
108
Crestwood Advisors Group
Massachusetts
$16.4M -$367K -957 -2%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$16.2M -$79.4K -207 -0.5%
Creative Planning
110
Creative Planning
Kansas
$16.1M +$1.34M +3,492 +9%
FHC
111
First Horizon Corporation
Tennessee
$15.9M
EFG
112
Embree Financial Group
Illinois
$15.7M -$11.7M -30,476 -43%
KAS
113
Kestra Advisory Services
Texas
$15.6M +$121K +315 +0.8%
AG
114
AlTi Global
New York
$15.4M -$1.53K -4 -0%
MI
115
Moneywise Inc
Virginia
$15.3M +$340K +885 +2%
FNT
116
First National Trust
Pennsylvania
$14.8M -$36.1K -94 -0.2%
IIM
117
Ipswich Investment Management
Massachusetts
$14.8M +$406K +1,059 +3%
HA
118
Hanover Advisors
South Carolina
$14.8M -$271K -705 -2%
ZIM
119
Zacks Investment Management
Illinois
$14.7M +$11.5M +30,059 +375%
TWM
120
Tanager Wealth Management
United Kingdom
$14.2M -$757K -1,973 -5%
RBC
121
Roble Belko & Company
Pennsylvania
$14M -$88.6K -231 -0.6%
QCM
122
Quantinno Capital Management
New York
$13.7M +$1.1M +2,872 +9%
AIM
123
Allen Investment Management
New York
$13.6M -$74.4K -194 -0.5%
CCA
124
Conservest Capital Advisors
Pennsylvania
$13.3M -$988K -2,574 -7%
JWA
125
JFS Wealth Advisors
Pennsylvania
$12.9M -$1.81M -4,705 -12%