We are live on ! Find out more
IWM icon

iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1251
Concentric Wealth Management
California
$574K +$534 +3 +0.1%
RDFA
1252
Ritter Daniher Financial Advisory
Ohio
$573K -$7.29K -41 -1%
BWM
1253
Baron Wealth Management
Michigan
$569K +$580K +3,263 New
WWA
1254
WC Walker & Associates
California
$569K -$7.11K -40 -1%
VFG
1255
V2 Financial group
Illinois
$568K +$356 +2 +0.1%
PCP
1256
Proficio Capital Partners
Massachusetts
$568K – – –
APWA
1257
Atlas Private Wealth Advisors
New Jersey
$567K -$21.3K -120 -4%
NCM
1258
Narwhal Capital Management
Georgia
$563K – – –
SFP
1259
Shepherd Financial Partners
Massachusetts
$561K -$33.6K -189 -6%
MMHP
1260
Murphy Middleton Hinkle & Parker
Georgia
$559K -$41.8K -235 -7%
AIC
1261
Ayalon Insurance Company
Israel
$559K +$11.4K +64 +2%
DWM
1262
Drive Wealth Management
Utah
$558K +$50.3K +283 +10%
FMN
1263
Financial Management Network
California
$557K +$356 +2 +0.1%
MIG
1264
McGuire Investment Group
Rhode Island
$555K – – –
PWMG
1265
Provence Wealth Management Group
California
$554K +$217K +1,219 +62%
CAM
1266
CenterStar Asset Management
Illinois
$554K – – –
DCM
1267
Donaldson Capital Management
Indiana
$553K +$178 +1 +0%
HT
1268
Headlands Technologies
Illinois
$550K +$561K +3,153 New
DI
1269
DFPG Investments
Utah
$549K +$534K +3,002 New
PCS
1270
Personal CFO Solutions
New Jersey
$548K -$77.9K -438 -12%
UBV
1271
United Bank (Virginia)
Virginia
$548K – – –
MMA
1272
Miracle Mile Advisors
California
$546K -$28.1K -158 -5%
SWIM
1273
Smallwood Wealth Investment Management
New Jersey
$545K -$26K -146 -4%
AB
1274
Atlas Brown
Kentucky
$544K +$356 +2 +0.1%
VCP
1275
Vista Capital Partners
Oregon
$544K – – –
49 50
51
52 53