We are live on ! Find out more
IWM icon

iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
DSN
1501
D. Scott Neal
Kentucky
$348K – – –
MAM
1502
Madison Asset Management
Wisconsin
$348K – – –
TCOO
1503
Trust Company of Oklahoma
Oklahoma
$346K – – –
SAG
1504
Spotlight Asset Group
Illinois
$345K – – –
LWA
1505
Lowe Wealth Advisors
Maryland
$344K +$292K +1,639 +828%
HCM
1506
Howland Capital Management
Massachusetts
$343K – – –
TCOV
1507
Trust Company of Vermont
Vermont
$343K +$4.81K +27 +1%
TI
1508
Truepoint Inc
Ohio
$343K +$327K +1,832 New
PIM
1509
Penobscot Investment Management
Massachusetts
$342K -$6.95K -39 -2%
BMC
1510
Beaton Management Company
Massachusetts
$342K – – –
CCM
1511
Chilton Capital Management
Texas
$342K – – –
WFAG
1512
Wescott Financial Advisory Group
Pennsylvania
$341K +$535 +3 +0.2%
SSWM
1513
Sheets Smith Wealth Management
North Carolina
$340K -$2.13M -11,930 -87%
CWM
1514
Congress Wealth Management
Massachusetts
$340K -$19.6K -110 -6%
SIA
1515
Soltis Investment Advisors
Utah
$340K +$2.14K +12 +0.7%
LWA
1516
LWS Wealth Advisors
New Jersey
$339K -$49.4K -277 -13%
LFA
1517
Landmark Financial Advisors
Kentucky
$339K -$17.8K -100 -5%
SSWM
1518
Smith Salley Wealth Management
North Carolina
$339K +$37.1K +208 +13%
GIA
1519
GHP Investment Advisors
Colorado
$338K +$5.71K +32 +2%
PP
1520
Prosperity Planning
Missouri
$337K – – –
SPWM
1521
Schrum Private Wealth Management
Florida
$337K – – –
CPA
1522
Capital Planning Advisors
California
$337K +$98.1K +550 +44%
IIC
1523
Ironwood Investment Counsel
Arizona
$337K -$5.17K -29 -2%
SCM
1524
Shelton Capital Management
Colorado
$335K +$14.6K +82 +5%
WCM
1525
Wunderlich Capital Managemnt
Tennessee
$334K – – –
59 60
61
62 63