We are live on ! Find out more
IWM icon

iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
C
1501
Cliffwater
California
$308K – – –
NFA
1502
Northern Financial Advisors
Michigan
$308K +$368 +2 +0.1%
MAS
1503
Madden Advisory Services
Florida
$308K – – –
KL
1504
KWMG LLC
Kansas
$307K -$36.5K -198 -10%
AG
1505
Advocate Group
Minnesota
$306K -$1.66K -9 -0.5%
SCM
1506
Shelton Capital Management
Colorado
$305K -$168K -912 -35%
UWPG
1507
Ullmann Wealth Partners Group
Florida
$303K +$26.9K +146 +9%
EDRH
1508
Edmond de Rothschild Holding
Switzerland
$302K – – –
TNA
1509
True North Advisors
Texas
$302K -$1.1K -6 -0.4%
NIM
1510
Northeast Investment Management
Massachusetts
$301K -$6.81K -37 -2%
AUB
1511
Atlantic Union Bankshares
Virginia
$301K -$18.4K -100 -6%
LDB
1512
Lee, Danner & Bass
Tennessee
$300K – – –
SMA
1513
Sage Mountain Advisors
Georgia
$298K +$7.37K +40 +2%
RC
1514
Rovin Capital
Arizona
$298K -$231K -1,256 -43%
QC
1515
Quent Capital
New York
$298K – – –
PK
1516
Pflug Koory
Nebraska
$297K – – –
PWP
1517
Principle Wealth Partners
Connecticut
$296K -$25.2K -137 -8%
MC
1518
Miramar Capital
Illinois
$295K – – –
TWA
1519
TCI Wealth Advisors
Arizona
$295K +$50.6K +275 +20%
IPW
1520
Intergy Private Wealth
Colorado
$293K +$71.3K +387 +31%
LCM
1521
Logan Capital Management
Pennsylvania
$293K -$14.9K -81 -5%
IAM
1522
Innovis Asset Management
Illinois
$292K -$386K -2,096 -56%
DLCIG
1523
D.L. Carlson Investment Group
New Hampshire
$292K -$21K -114 -7%
AWA
1524
Amplius Wealth Advisors
Pennsylvania
$292K +$37.9K +206 +14%
MAWCM
1525
Mine & Arao Wealth Creation & Management
California
$291K -$15.1K -82 -5%
59 60
61
62 63