We are live on ! Find out more
IWM icon

iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
826
Alesco Advisors
New York
$837K +$671K +4,494 +256%
LIC
827
Lodestar Investment Counsel
Illinois
$833K +$179K +1,200 +24%
EK
828
Evensky & Katz
Florida
$829K -$88K -590 -9%
GKWIM
829
Gerber Kawasaki Wealth & Investment Management
California
$821K -$1.05M -7,061 -54%
MFT
830
Moisand Fitzgerald Tamayo
Florida
$820K -$26.1K -175 -3%
SWM
831
Segment Wealth Management
Texas
$819K -$326K -2,187 -26%
EA
832
Elm Advisors
California
$818K – – –
ONST
833
Old North State Trust
North Carolina
$816K +$10.7K +72 +1%
BP
834
BBR Partners
New York
$809K +$537K +3,600 +147%
BMCM
835
Bryn Mawr Capital Management
Pennsylvania
$803K -$81K -543 -8%
SCA
836
Stonebridge Capital Advisors
Minnesota
$803K – – –
WHG
837
Westwood Holdings Group
Texas
$797K – – –
ST
838
Spinnaker Trust
Maine
$793K -$12.8K -86 -1%
LWM
839
Lyons Wealth Management
Florida
$792K -$145K -972 -14%
VCA
840
Verdence Capital Advisors
Maryland
$784K +$123K +825 +16%
CTC
841
Central Trust Company
Missouri
$783K +$164K +1,098 +23%
RWMH
842
Riverpoint Wealth Management Holdings
Illinois
$781K +$279K +1,869 +47%
MC
843
Miles Capital
Iowa
$778K -$746 -5 -0.1%
MIM
844
Montgomery Investment Management
Maryland
$776K – – –
APP
845
Avantax Planning Partners
Iowa
$776K +$76.7K +514 +10%
SC
846
Savant Capital
Illinois
$771K – – –
CF
847
Centaurus Financial
California
$766K -$298K -2,000 -25%
SIMM
848
Stillwater Investment Management (Minnesota)
Minnesota
$758K +$5.37K +36 +0.6%
CFG
849
Cooper Financial Group
California
$758K +$845K +5,664 New
CCM
850
Compton Capital Management
Rhode Island
$755K -$881K -5,905 -51%
32 33
34
35 36