IWM icon

iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1576
Morse Asset Management
Connecticut
$680K – – –
SA
1577
Sovran Advisors
California
$680K +$103K +419 +20%
TC
1578
TAGStone Capital
North Carolina
$678K -$15.2K -62 -2%
TNA
1579
True North Advisors
Texas
$677K +$15.7K +64 +2%
BSG
1580
Black Swift Group
Colorado
$677K +$307K +1,250 +83%
IWN
1581
Independent Wealth Network
Iowa
$674K +$57.3K +233 +9%
SW
1582
SkyOak Wealth
Michigan
$673K – – –
CAL
1583
Capital Analysts LLC
Pennsylvania
$673K -$14.8K -60 -2%
RRA
1584
Round Rock Advisors
Connecticut
$673K -$27.8K -113 -4%
FWM
1585
Forza Wealth Management
Florida
$673K – – –
FRA
1586
Frank Rimerman Advisors
California
$673K +$50.4K +205 +8%
NFC
1587
Northstar Financial Companies
Pennsylvania
$671K +$97.1K +395 +17%
RFS
1588
Richardson Financial Services
Massachusetts
$671K +$65.2K +265 +11%
BP
1589
BBR Partners
New York
$670K -$49.2K -200 -7%
NAS
1590
Nicolet Advisory Services
Wisconsin
$668K -$18.2K -74 -3%
EW
1591
Elyxium Wealth
California
$665K +$246 +1 +0%
BWM
1592
BigSur Wealth Management
Florida
$665K – – –
ULWM
1593
Upper Left Wealth Management
Florida
$664K -$30.2K -123 -4%
SVWG
1594
Shared Vision Wealth Group
United States
$662K -$101K -409 -14%
GSWM
1595
Golden State Wealth Management
California
$660K +$492 +2 +0.1%
AWM
1596
AAF Wealth Management
Massachusetts
$657K -$28.5K -116 -4%
FMN
1597
Financial Management Network
California
$656K +$246 +1 +0%
JFA
1598
JNBA Financial Advisors
Minnesota
$656K -$5.41K -22 -0.8%
PCMF
1599
Private Capital Management (Florida)
Florida
$656K -$54.1K -220 -8%
SFP
1600
Shepherd Financial Partners
Massachusetts
$655K +$18.2K +74 +3%
62 63
64
65 66