We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
176
Cedar Wealth Management
California
$4.9M +$142K +425 +3%
AWM
177
Aries Wealth Management
Maine
$4.86M
WHCFA
178
William Howard & Co Financial Advisors
Tennessee
$4.73M -$381K -1,137 -7%
WAG
179
Winthrop Advisory Group
Massachusetts
$4.73M -$1.52M -4,533 -23%
CAM
180
Cozad Asset Management
Illinois
$4.62M
IDA
181
Intelligence Driven Advisers
California
$4.57M -$171K -510 -3%
VFA
182
Valeo Financial Advisors
Indiana
$4.55M
EWA
183
EP Wealth Advisors
California
$4.49M -$306K -913 -6%
NL
184
NEPC LLC
Massachusetts
$4.48M +$4.73M +14,117 New
CA
185
Cambridge Associates
Massachusetts
$4.47M
MLFP
186
MPS Loria Financial Planners
Illinois
$4.45M -$686K -2,047 -13%
SFS
187
Sowell Financial Services
Arkansas
$4.44M +$212K +632 +5%
AWA
188
Aquire Wealth Advisors
Utah
$4.41M +$6.37K +19 +0.1%
SQA
189
Simon Quick Advisors
New Jersey
$4.41M +$681K +2,030 +17%
NA
190
NewEdge Advisors
Louisiana
$4.36M +$49K +146 +1%
MML Investors Services
191
MML Investors Services
Massachusetts
$4.26M -$427K -1,275 -9%
LC
192
Lindbrook Capital
California
$4.23M +$645K +1,923 +17%
SB
193
Simmons Bank
Arkansas
$4.22M -$254K -758 -5%
X
194
Xponance
Pennsylvania
$4.21M +$1.4M +4,178 +46%
LFS
195
Lutz Financial Services
Nebraska
$4.21M -$303K -905 -6%
GP
196
Greenline Partners
New York
$4.21M
MPPLM
197
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.16M +$214K +637 +5%
BFC
198
Blue Fin Capital
Rhode Island
$4.11M -$127K -378 -3%
FPAS
199
Focus Partners Advisor Solutions
Missouri
$4.01M +$1.07M +3,200 +34%
SFA
200
Sequoia Financial Advisors
Ohio
$4M +$3.3M +9,837 +357%