We are live on ! Find out more
IWM icon

iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1626
Albion Financial Group
Utah
$210K +$206K +916 New
MFS
1627
McNamara Financial Services
Massachusetts
$210K +$206K +916 New
PCM
1628
Parsons Capital Management
Rhode Island
$209K – – –
FNWM
1629
Financial Network Wealth Management
Utah
$208K +$204K +907 New
BCP
1630
Blue Chip Partners
Michigan
$207K -$35.7K -159 -15%
SFP
1631
Shepherd Financial Partners
Massachusetts
$207K – – –
CCM
1632
Condor Capital Management
New Jersey
$207K +$203K +903 New
HCP
1633
Holt Capital Partners
Texas
$207K +$203K +903 New
VBCG
1634
Valley Brook Capital Group
Pennsylvania
$206K – – –
PMAM
1635
Picton Mahoney Asset Management
Ontario, Canada
$206K +$4.5K +20 +2%
CSIA
1636
Charles Schwab Investment Advisory
California
$206K +$201K +896 New
CDH
1637
Charles D. Hyman
$205K +$201K +892 New
FCIM
1638
Fairview Capital Investment Management
California
$205K +$201K +895 New
WTFG
1639
Wells Trecaso Financial Group
Ohio
$205K +$201K +895 New
SW
1640
SkyOak Wealth
Michigan
$203K – – –
VHAM
1641
Van Hulzen Asset Management
California
$203K +$199K +883 New
ACM
1642
Alamar Capital Management
California
$203K +$199K +886 New
EHC
1643
Everett Harris & Co
California
$203K +$199K +886 New
BBW
1644
Blue Barn Wealth
Utah
$203K +$199K +887 New
SFG
1645
Sowa Financial Group
Rhode Island
$202K +$198K +881 New
JFA
1646
Johanson Financial Advisors
California
$201K +$225 +1 +0.1%
OL
1647
Optas LLC
Texas
$201K +$197K +878 New
BW
1648
Bison Wealth
Georgia
$200K -$622K -2,768 -76%
FFA
1649
Freedman Financial Associates
Massachusetts
$200K +$78.7K +350 +67%
RMC
1650
Resources Management Corp
Connecticut
$196K – – –
64 65
66
67 68