We are live on ! Find out more
IWM icon

iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
951
Venturi Wealth Management
Texas
$569K – – –
CAAS
952
Capital Asset Advisory Services
Michigan
$566K -$28.5K -217 -6%
C
953
Cliffwater
California
$566K – – –
FG
954
Fiduciary Group
Georgia
$564K – – –
OAM
955
Occidental Asset Management
California
$564K – – –
AIS
956
American Investment Services
Massachusetts
$562K -$36.7K -280 -7%
SVWAG
957
Sound View Wealth Advisors Group
Georgia
$561K +$129K +985 +34%
SIAS
958
Shine Investment Advisory Services
Colorado
$558K -$128K -979 -20%
CT
959
Caldwell Trust
Florida
$557K +$18.2K +139 +4%
SFG
960
Summit Financial Group
West Virginia
$557K +$29K +221 +6%
CHA
961
Cooper/Haims Advisors
New York
$555K +$131 +1 +0%
OWA
962
Outlook Wealth Advisors
Texas
$554K -$19.7K -150 -4%
PMG
963
Private Management Group
California
$554K +$394 +3 +0.1%
CT
964
Columbia Trust
Oregon
$554K +$218K +1,662 +75%
WTB
965
Washington Trust Bank
Washington
$553K -$13.5K -103 -3%
WFA
966
Wade Financial Advisory
California
$553K – – –
VCAM
967
Van Cleef Asset Management
Ohio
$553K +$507K +3,862 New
CAW
968
Cornerstone Advisors (Washington)
Washington
$552K -$22K -168 -4%
BFA
969
Bragg Financial Advisors
North Carolina
$552K -$2.49K -19 -0.5%
DSN
970
D. Scott Neal
Kentucky
$551K -$5.91K -45 -1%
BA
971
Ballew Advisors
Mississippi
$551K +$13.6K +104 +3%
IP
972
Intellectus Partners
California
$550K -$4.2K -32 -0.8%
UBV
973
United Bank (Virginia)
Virginia
$548K +$76.8K +585 +18%
SWM
974
Segment Wealth Management
Texas
$545K -$330K -2,517 -40%
TC
975
TownSquare Capital
Utah
$545K -$42.8K -326 -8%
37 38
39
40 41