We are live on ! Find out more
IWM icon

iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFSIG
1226
San Francisco Sentry Investment Group
California
$496K -$47.2K -270 -10%
AFC
1227
AFT Forsyth & Company
Florida
$496K – – –
GLLW
1228
Graves Light Lenhart Wealth
Virginia
$490K -$80K -457 -15%
TFS
1229
TrustCore Financial Services
Tennessee
$490K -$6.3K -36 -1%
FAM
1230
Formidable Asset Management
Ohio
$490K – – –
JSC
1231
Jackson Square Capital
California
$490K +$7.88K +45 +2%
APCM
1232
Alaska Permanent Capital Management
Alaska
$488K – – –
PPCM
1233
Pillar Pacific Capital Management
California
$487K -$15.2K -87 -3%
NCM
1234
Next Capital Management
New York
$485K – – –
FLA
1235
Financial Life Advisors
Texas
$483K -$32.4K -185 -7%
CFS
1236
CRA Financial Services
New Jersey
$482K +$2.63K +15 +0.6%
H
1237
HoyleCohen
California
$482K +$5.42K +31 +1%
STC
1238
Sarah T. Connolly
$482K +$430K +2,459 New
RIM
1239
Rockbridge Investment Management
New York
$478K +$35.2K +201 +9%
LWA
1240
Lineweaver Wealth Advisors
Ohio
$475K +$424K +2,424 New
SFG
1241
StrategIQ Financial Group
Indiana
$473K +$36.6K +209 +9%
SC
1242
Skylands Capital
Wisconsin
$471K – – –
SAF
1243
Smith Anglin Financial
Texas
$471K +$420K +2,400 New
LFA
1244
Landmark Financial Advisors
Kentucky
$469K -$88.2K -504 -18%
TF
1245
TimeScale Financial
Massachusetts
$469K -$41.8K -239 -9%
SC
1246
SouthState Corp
Florida
$469K +$92K +526 +28%
RW
1247
REDW Wealth
New Mexico
$467K – – –
OFG
1248
Oxford Financial Group
Indiana
$466K -$335K -1,916 -45%
ZB
1249
Zions Bancorporation
Utah
$465K -$105K -599 -20%
TCWA
1250
Ten Capital Wealth Advisors
Washington
$464K -$11.2K -64 -3%
48 49
50
51 52