We are live on ! Find out more
IWM icon

iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1451
Noesis Capital Mangement
Florida
$359K +$60.7K +270 +19%
IFA
1452
Interactive Financial Advisors
Illinois
$357K -$62.1K -276 -15%
NIM
1453
Northeast Investment Management
Massachusetts
$356K – – –
UWPG
1454
Ullmann Wealth Partners Group
Florida
$355K -$31.7K -141 -8%
CSPIA
1455
Cary Street Partners Investment Advisory
Virginia
$353K +$11.2K +50 +3%
LSPW
1456
Lake Street Private Wealth
Illinois
$351K – – –
KBFS
1457
Kohmann Bosshard Financial Services
Ohio
$350K – – –
SAM
1458
Seelaus Asset Management
New Jersey
$349K -$34.9K -155 -9%
PCTC
1459
Perkins Coie Trust Company
Washington
$349K – – –
GAM
1460
Gemmer Asset Management
California
$348K +$21.1K +94 +7%
TNBTD
1461
Trustmark National Bank Trust Department
Mississippi
$348K +$341K +1,516 New
LNB
1462
Ledyard National Bank
$346K – – –
AC
1463
Apella Capital
Connecticut
$346K +$78.2K +348 +30%
DL
1464
DOHJ LLC
Washington
$345K – – –
AWA
1465
Acorn Wealth Advisors
Michigan
$345K +$899 +4 +0.3%
D
1466
Diversified
Delaware
$345K +$338K +1,504 New
SNT
1467
Security National Trust
West Virginia
$344K – – –
SFG
1468
Sovereign Financial Group
Connecticut
$344K – – –
CIG
1469
Cairn Investment Group
Washington
$343K +$337K +1,499 New
BSSFA
1470
Baron Silver Stevens Financial Advisors
Florida
$340K +$334K +1,485 New
GIP
1471
Granite Investment Partners
California
$337K – – –
GCM
1472
Gables Capital Management
Florida
$336K – – –
X
1473
Xponance
Pennsylvania
$333K +$326K +1,450 New
CWM
1474
Calamos Wealth Management
Illinois
$331K -$354K -1,575 -52%
HCM
1475
Hilton Capital Management
New York
$331K – – –
57 58
59
60 61