We are live on ! Find out more
IWM icon

iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1501
Bar Harbor Wealth Management
New Hampshire
$519K – – –
CAM
1502
Chesapeake Asset Management
New York
$518K – – –
FAM
1503
Formidable Asset Management
Ohio
$517K +$4.31M +24,054 +957%
SIA
1504
Soltis Investment Advisors
Utah
$514K +$27.4K +153 +6%
PFA
1505
Pathway Financial Advisors
Vermont
$513K +$458K +2,556 New
HIG
1506
Heritage Investment Group
Florida
$513K -$2.87K -16 -0.6%
UWPG
1507
Ullmann Wealth Partners Group
Florida
$513K +$896 +5 +0.2%
ACM
1508
Advisors Capital Management
New Jersey
$512K -$61.6K -344 -12%
CD
1509
Chapin Davis
Maryland
$511K +$179 +1 +0%
NB
1510
Northwest Bancshares
Pennsylvania
$510K -$105K -587 -19%
HFS
1511
Heritage Financial Services
Massachusetts
$509K +$455K +2,538 New
MWM
1512
Mascoma Wealth Management
New Hampshire
$509K -$94.4K -527 -17%
CWM
1513
Congress Wealth Management
Massachusetts
$507K +$93.7K +523 +26%
AC
1514
Addison Capital
Pennsylvania
$504K -$22.4K -125 -5%
ECAM
1515
East Coast Asset Management
Massachusetts
$502K -$2.87K -16 -0.6%
CIM
1516
CIM Investment Management
Pennsylvania
$498K – – –
BCP
1517
Berkeley Capital Partners
Georgia
$498K – – –
BWM
1518
Baystate Wealth Management
Massachusetts
$496K +$9.14K +51 +2%
SWM
1519
SFG Wealth Management
Maryland
$495K +$42.8K +239 +11%
FF
1520
Francis Financial
$495K -$51.6K -288 -10%
HPM
1521
Hudson Portfolio Management
New York
$494K -$3.23K -18 -0.7%
W
1522
Wealthquest
Ohio
$493K +$179 +1 +0%
W
1523
WorthPointe
California
$493K +$23.3K +130 +6%
SMA
1524
Sage Mountain Advisors
Georgia
$493K +$1.07K +6 +0.2%
JJBC
1525
James J. Burns & Company
New York
$492K -$76.5K -427 -15%
59 60
61
62 63