We are live on ! Find out more
IWM icon

iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
JAM
926
Jupiter Asset Management
United Kingdom
$531K -$294K -1,740 -36%
BRWM
927
B. Riley Wealth Management
Tennessee
$530K +$531K +3,147 New
PFGIA
928
Patriot Financial Group Insurance Agency
Massachusetts
$526K -$72.6K -430 -12%
PCTC
929
Perkins Coie Trust Company
Washington
$525K – – –
BA
930
Bristlecone Advisors
Washington
$525K +$283K +1,675 +116%
PAG
931
Pinnacle Advisory Group
Maryland
$525K +$306K +1,814 +139%
OWP
932
Obermeyer Wealth Partners
Colorado
$524K +$42.2K +250 +9%
PTB
933
Pioneer Trust Bank
Oregon
$520K – – –
CWM
934
Concentric Wealth Management
California
$520K +$338 +2 +0.1%
BFG
935
Beacon Financial Group
Texas
$514K +$515K +3,049 New
OCM
936
One Capital Management
California
$512K -$5.91K -35 -1%
CCM
937
Canal Capital Management
Virginia
$508K +$17.6K +104 +4%
LPC
938
Loeb Partners Corp
New York
$506K -$1.69M -10,000 -77%
BO
939
Bach Option
Hong Kong
$506K +$101K +598 +25%
BCM
940
Bayesian Capital Management
New York
$506K +$506K +3,000 New
WPSG
941
Wealth & Pension Services Group
Georgia
$506K +$507K +3,002 New
VCP
942
Vista Capital Partners
Oregon
$503K +$34.3K +203 +7%
CCM
943
Chilton Capital Management
Texas
$501K +$49.3K +292 +11%
BW
944
Bison Wealth
Georgia
$498K – – –
VIA
945
Vantage Investment Advisors
Pennsylvania
$497K +$14.7K +87 +3%
LWCFA
946
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$496K – – –
CGT
947
Capital Guardian Trust
California
$496K +$497K +2,944 New
FLPIM
948
F.L. Putnam Investment Management
Massachusetts
$491K +$11.3K +67 +2%
FF
949
Friedenthal Financial
New Jersey
$485K -$5.74K -34 -1%
CCM
950
Crabel Capital Management
California
$482K +$483K +2,861 New
36 37
38
39 40