We are live on ! Find out more
IWM icon

iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
1226
AFT Forsyth & Company
Florida
$496K – – –
GLLW
1227
Graves Light Lenhart Wealth
Virginia
$490K -$80K -457 -15%
TFS
1228
TrustCore Financial Services
Tennessee
$490K -$6.3K -36 -1%
FAM
1229
Formidable Asset Management
Ohio
$490K – – –
JSC
1230
Jackson Square Capital
California
$490K +$7.88K +45 +2%
APCM
1231
Alaska Permanent Capital Management
Alaska
$488K – – –
PPCM
1232
Pillar Pacific Capital Management
California
$487K -$15.2K -87 -3%
NCM
1233
Next Capital Management
New York
$485K – – –
FLA
1234
Financial Life Advisors
Texas
$483K -$32.4K -185 -7%
CFS
1235
CRA Financial Services
New Jersey
$482K +$2.63K +15 +0.6%
H
1236
HoyleCohen
California
$482K +$5.42K +31 +1%
STC
1237
Sarah T. Connolly
$482K +$430K +2,459 New
RIM
1238
Rockbridge Investment Management
New York
$478K +$35.2K +201 +9%
LWA
1239
Lineweaver Wealth Advisors
Ohio
$475K +$424K +2,424 New
SFG
1240
StrategIQ Financial Group
Indiana
$473K +$36.6K +209 +9%
SC
1241
Skylands Capital
Wisconsin
$471K – – –
SAF
1242
Smith Anglin Financial
Texas
$471K +$420K +2,400 New
LFA
1243
Landmark Financial Advisors
Kentucky
$469K -$88.2K -504 -18%
TF
1244
TimeScale Financial
Massachusetts
$469K -$41.8K -239 -9%
SC
1245
SouthState Corp
Florida
$469K +$92K +526 +28%
RW
1246
REDW Wealth
New Mexico
$467K – – –
OFG
1247
Oxford Financial Group
Indiana
$466K -$335K -1,916 -45%
ZB
1248
Zions Bancorporation
Utah
$465K -$105K -599 -20%
TCWA
1249
Ten Capital Wealth Advisors
Washington
$464K -$11.2K -64 -3%
W
1250
WealthStone
Ohio
$464K +$414K +2,367 New
48 49
50
51 52