We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
FEG
151
Fund Evaluation Group
Ohio
$2.54M – – –
FNBOO
152
First National Bank of Omaha
Nebraska
$2.51M -$2.79M -15,655 -48%
CWM
153
Cedar Wealth Management
California
$2.48M +$1.06M +5,970 +55%
JFG
154
JMG Financial Group
Illinois
$2.42M -$793K -4,456 -21%
PFPT
155
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.36M – – –
GWM
156
Geneos Wealth Management
Colorado
$2.36M -$209K -1,176 -7%
CAM
157
Congress Asset Management
Massachusetts
$2.33M -$1.58M -8,890 -36%
TI
158
Trexquant Investment
Connecticut
$2.32M +$2.06M +11,556 +281%
WSFS
159
Wilmington Savings Fund Society
Delaware
$2.27M -$128K -720 -4%
PA
160
Planning Alternatives
Michigan
$2.24M -$840K -4,723 -24%
PPA
161
Parametric Portfolio Associates
Washington
$2.24M +$1.94M +10,915 +261%
TFCP
162
Twin Focus Capital Partners
Massachusetts
$2.23M -$1.35M -7,570 -34%
SBSB
163
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.18M +$4.27K +24 +0.2%
LHC
164
Little House Capital
Massachusetts
$2.16M +$2.59M +14,554 New
LC
165
LCNB Corp
Ohio
$2.12M -$205K -1,150 -7%
TA
166
Trellis Advisors
Washington
$2.03M -$117K -656 -5%
CS
167
Credit Suisse
Switzerland
$2.02M -$2.07M -11,636 -46%
LNWWM
168
Laird Norton Wetherby Wealth Management
California
$1.97M – – –
WCM
169
Wealthcare Capital Management
Virginia
$1.93M – – –
ICMP
170
Integrated Capital Management (Pennsylvania)
Pennsylvania
$1.92M +$240K +1,350 +12%
BSW
171
Buckingham Strategic Wealth
Missouri
$1.9M +$178 +1 +0%
FLPIM
172
F.L. Putnam Investment Management
Massachusetts
$1.87M +$1.81M +10,180 +416%
CWM
173
Cahaba Wealth Management
Georgia
$1.86M +$2.13K +12 +0.1%
QA
174
Quantitative Advantage
Minnesota
$1.85M +$1.57M +8,818 +239%
ECG
175
EPIQ Capital Group
California
$1.83M +$2.2M +12,364 New
5 6
7
8 9