We are live on ! Find out more
IWM icon

iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
NECFA
2701
New England Capital Financial Advisors
Connecticut
$6.01K – – –
WAG
2702
Wiser Advisor Group
Arizona
$6.01K – – –
FC
2703
Fairscale Capital
New Hampshire
$5.71K – – –
IIL
2704
Insight Inv LLC
California
$5.71K – – –
ACM
2705
Accent Capital Management
Ohio
$5.41K – – –
MASM
2706
MH & Associates Securities Management
California
$4.81K – – –
SFG
2707
Strive Financial Group
Indiana
$4.81K – – –
SC
2708
Solstein Capital
California
$3.31K – – –
MI
2709
Markowski Investments
Florida
$3.31K +$3.09K +11 New
WPWM
2710
Western Pacific Wealth Management
Illinois
$3.11K – – –
OAG
2711
Oakmont Advisory Group
New Mexico
$2.91K +$2.81K +10 New
PWM
2712
Proathlete Wealth Management
Florida
$2.43K – – –
PRAG
2713
Portfolio Resources Advisor Group
Florida
$2.4K -$110K -392 -98%
CW
2714
CrossGen Wealth
North Carolina
$2.4K – – –
OWP
2715
ORG Wealth Partners
Texas
$2.4K -$20.2K -72 -90%
CMP
2716
Coston McIsaac & Partners
Maine
$2K – – –
C
2717
Covestor
United Kingdom
$2K – – –
KTC
2718
Kentucky Trust Company
Kentucky
$1.8K – – –
LCM
2719
Logan Capital Management
Pennsylvania
$1.8K +$1.69K +6 New
TFA
2720
Transamerica Financial Advisors
Florida
$1.65K – – –
HIM
2721
Hillsdale Investment Management
Ontario, Canada
$1.5K – – –
SIP
2722
Sellwood Investment Partners
Oregon
$1.5K – – –
SAS
2723
Spurstone Advisory Services
Connecticut
$898 – – –
GCS
2724
Gordian Capital (Singapore)
Singapore
$601 -$281K -1,000 -100%
MDCM
2725
Morgan Dempsey Capital Management
Wisconsin
$601 +$562 +2 New
107 108
109
110 111