We are live on ! Find out more
IWM icon

iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
HB
651
Homrich & Berg
Georgia
$282K +$270K +2,375 New
DDPIC
652
Deroy & Devereaux Private Investment Counsel
Michigan
$279K +$267K +2,348 New
BDF
653
Balasa Dinverno & Foltz
$271K -$22.1K -195 -8%
IB
654
Intrust Bank
Kansas
$270K – – –
JWM
655
Jacobus Wealth Management
Wisconsin
$270K – – –
PA
656
Pinnacle Associates
New York
$265K +$6.47K +57 +3%
YP
657
Yellowstone Partners
Idaho
$262K +$7.95K +70 +3%
SBWM
658
Sunflower Bank Wealth Management
Arizona
$261K – – –
QAM
659
QCI Asset Management
New York
$259K -$60.8K -535 -20%
PGFC
660
Peapack-Gladstone Financial Corp
New Jersey
$258K +$1.7K +15 +0.7%
VCP
661
Vista Capital Partners
Oregon
$258K – – –
SIM
662
SSI Investment Management
California
$256K -$94.8K -835 -28%
FFA
663
First Foundation Advisors
California
$253K +$242K +2,133 New
SSWM
664
Smith Salley Wealth Management
North Carolina
$251K +$240K +2,115 New
RT
665
Rockland Trust
Massachusetts
$250K +$17K +150 +8%
NSIM
666
North Star Investment Management
Illinois
$248K -$22.5K -198 -9%
PL
667
Plancorp LLC
Missouri
$247K -$489K -4,306 -67%
WRM
668
Westport Resources Management
Connecticut
$247K – – –
MM
669
Meridian Management
Arkansas
$246K – – –
MG
670
McCutchen Group
Washington
$246K +$568 +5 +0.2%
NCM
671
Noesis Capital Mangement
Florida
$246K +$11.4K +100 +5%
RWM
672
RKL Wealth Management
Pennsylvania
$245K – – –
FAM
673
Formidable Asset Management
Ohio
$244K – – –
LDB
674
Lee, Danner & Bass
Tennessee
$238K -$6.02K -53 -3%
EWM
675
Empirical Wealth Management
Washington
$236K +$226K +1,986 New
25 26
27
28 29