We are live on ! Find out more
IWM icon

iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
1601
Keudell/Morrison Wealth Management
Oregon
$221K +$218K +1,000 New
OWM
1602
Orgel Wealth Management
Wisconsin
$221K +$218K +1,000 New
WSC
1603
Wellington Shields & Co
New York
$221K +$218K +1,000 New
TI
1604
tru Independence
Oregon
$220K +$217K +994 New
TLFA
1605
True Link Financial Advisors
California
$219K -$1.34M -6,148 -85%
GIM
1606
Grassi Investment Management
California
$219K +$216K +990 New
GHA
1607
GW Henssler & Associates
Georgia
$218K +$215K +985 New
GF
1608
Gries Financial
Ohio
$217K +$220K +1,006 New
FCCM
1609
First City Capital Management
Georgia
$216K +$25.1K +115 +13%
HBT
1610
Hills Bank & Trust
Iowa
$216K +$214K +978 New
LPT
1611
Legacy Private Trust
Wisconsin
$215K -$222K -1,016 -51%
FM
1612
Foster & Motley
Ohio
$215K -$10.9K -50 -5%
NL
1613
NKCFO LLC
Illinois
$215K – – –
AAS
1614
Annex Advisory Services
Wisconsin
$214K -$22.7K -104 -10%
BOH
1615
Bank of Hawaii
Hawaii
$214K +$211K +968 New
OFA
1616
Oak Family Advisors
Illinois
$214K +$212K +970 New
CFD
1617
Creative Financial Designs
Indiana
$213K -$165K -757 -44%
SA
1618
Shilanski & Associates
Alaska
$213K +$211K +966 New
CIR
1619
Clear Investment Research
Georgia
$212K +$26K +119 +14%
CIP
1620
Chartwell Investment Partners
Pennsylvania
$212K +$210K +961 New
JIC
1621
Joel Isaacson & Co
New York
$211K +$209K +955 New
TCM
1622
Tuttle Capital Management
Connecticut
$210K +$207K +949 New
TF
1623
Trek Financial
Arizona
$209K -$779K -3,569 -79%
NF
1624
Nikulski Financial
Iowa
$209K +$206K +944 New
PIA
1625
Perennial Investment Advisors
California
$208K +$205K +939 New
63 64
65
66 67