We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
176
Court Place Advisors
Maryland
$554K +$985 +8 +0.2%
FNBT
177
FineMark National Bank & Trust
Florida
$537K -$639K -5,190 -54%
CDIA
178
Capital Directions Investment Advisors
Georgia
$536K – – –
GWS
179
Glassman Wealth Services
Virginia
$532K – – –
FLPIM
180
F.L. Putnam Investment Management
Massachusetts
$527K -$12.3K -100 -2%
LW
181
Linscomb Wealth
Texas
$492K -$609K -4,947 -55%
CA
182
Cetera Advisors
Colorado
$488K -$8.13K -66 -2%
NIA
183
Northstar Investment Advisors
Colorado
$473K +$470K +3,819 New
BSW
184
Buckingham Strategic Wealth
Missouri
$465K -$493 -4 -0.1%
CB
185
Chemical Bank
Michigan
$456K – – –
NEAM
186
New England Asset Management
Connecticut
$456K – – –
RPGK
187
Retirement Planning Group (Kansas)
Kansas
$444K -$55.2K -448 -11%
LNWWM
188
Laird Norton Wetherby Wealth Management
California
$444K – – –
NPC
189
National Planning Corporation
California
$438K -$934K -7,582 -68%
PJSIMP
190
P.J. Schmidt Investment Management (PJS)
Wisconsin
$433K – – –
SF
191
Synovus Financial
Georgia
$403K +$401K +3,254 New
FAT
192
First American Trust
California
$398K -$793K -6,440 -67%
SCA
193
Salient Capital Advisors
Texas
$397K +$14.2K +115 +4%
RIA
194
Regal Investment Advisors
Michigan
$395K +$11.6K +94 +3%
VKH
195
Virtu KCG Holdings
New York
$387K +$135K +1,093 +54%
NPF
196
Norris Perne & French
Michigan
$384K – – –
SCG
197
Sonata Capital Group
Washington
$384K – – –
MHS
198
M Holdings Securities
Oregon
$382K -$24.4K -198 -6%
VIA
199
Vantage Investment Advisors
Pennsylvania
$380K +$189K +1,535 +100%
LC
200
Lourd Capital
California
$374K – – –
6 7
8
9 10