We are live on ! Find out more
IWM icon

iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
VSWA
1126
Vontobel Swiss Wealth Advisors
Switzerland
$305K – – –
UWPG
1127
Ullmann Wealth Partners Group
Florida
$305K +$149 +1 +0%
MCA
1128
Mercer Capital Advisers
New Jersey
$303K – – –
GIA
1129
Gladstone Institutional Advisory
Florida
$303K +$338K +2,264 New
IC
1130
InterOcean Capital
Illinois
$302K -$17.6K -118 -5%
CCM
1131
Carlson Capital Management
Minnesota
$302K +$8.95K +60 +3%
DWA
1132
Douglass Winthrop Advisors
New York
$300K -$92.1K -617 -22%
CAM
1133
Concorde Asset Management
Michigan
$300K -$82.2K -551 -20%
VCAM
1134
Van Cleef Asset Management
Ohio
$300K +$14.9K +100 +5%
HCA
1135
Horan Capital Advisors
Ohio
$299K – – –
BA
1136
BKS Advisors
Michigan
$297K – – –
TVAMP
1137
Tennessee Valley Asset Management Partners
Tennessee
$296K +$329K +2,208 New
GIA
1138
GHP Investment Advisors
Colorado
$295K -$26.7K -179 -8%
AWA
1139
Arete Wealth Advisors
Illinois
$295K +$127K +849 +63%
MAM
1140
Meeder Asset Management
Ohio
$294K +$63.4K +425 +24%
VWA
1141
V Wealth Advisors
Kansas
$292K +$10.6K +71 +4%
CFA
1142
Carroll Financial Associates
North Carolina
$292K +$60.9K +408 +24%
BWM
1143
BerganKDV Wealth Management
Minnesota
$291K +$149 +1 +0%
VIM
1144
Vista Investment Management
Pennsylvania
$290K – – –
ST
1145
Sentinel Trust
Texas
$286K – – –
NCM
1146
Northwest Capital Management
Oregon
$286K +$8.21K +55 +3%
MFW
1147
Mosaic Family Wealth
Missouri
$285K +$149 +1 +0%
TP
1148
Truvvo Partners
New York
$283K – – –
AIP
1149
Almanack Investment Partners
Pennsylvania
$281K – – –
HA
1150
Harborview Advisors
Maine
$281K – – –
44 45
46
47 48