We are live on ! Find out more
IWM icon

iShares Russell 2000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
1701
Triad Wealth Partners
Kansas
$542K +$64.7K +263 +14%
KWA
1702
Kondo Wealth Advisors
California
$541K -$246 -1 -0%
Donaldson Capital Management
1703
Donaldson Capital Management
Indiana
$539K -$150K -612 -22%
RIA
1704
Retirement Investment Advisors
Oklahoma
$536K -$34.7K -141 -6%
SSW
1705
Stone Summit Wealth
Florida
$536K -$18.4K -75 -3%
OP
1706
ORG Partners
Indiana
$535K +$2.95K +12 +0.6%
FA
1707
Fountainhead AM
New Jersey
$535K -$1.26M -5,106 -39%
MWM
1708
Mascoma Wealth Management
New Hampshire
$533K – – –
LCM
1709
Liberty Capital Management
Michigan
$532K +$303K +1,234 +133%
HPM
1710
Hoxton Planning & Management
West Virginia
$532K -$22.4K -91 -4%
TCM
1711
Tran Capital Management
California
$531K +$17K +69 +3%
LCS
1712
Levin Capital Strategies
New York
$531K -$89.7K -365 -14%
WPP
1713
Whalerock Point Partners
Rhode Island
$531K -$49.2K -200 -8%
JJBC
1714
James J. Burns & Company
New York
$528K +$492 +2 +0.1%
PCM
1715
Prelude Capital Management
New York
$528K -$2.4M -9,774 -82%
OR
1716
Olympiad Research
Connecticut
$528K -$2.4M -9,766 -82%
CA
1717
Cortland Associates
Missouri
$528K – – –
WFAG
1718
Wescott Financial Advisory Group
Pennsylvania
$527K +$25.8K +105 +5%
BI
1719
Breachway Investments
Rhode Island
$526K +$525K +2,135 New
HR
1720
Howe & Rusling
New York
$522K +$148K +603 +40%
SIC
1721
Samalin Investment Counsel
New York
$522K +$32.7K +133 +7%
BFAG
1722
Blackston Financial Advisory Group
Florida
$520K -$107K -435 -17%
SIAS
1723
Summit Investment Advisory Services
Minnesota
$520K – – –
CAAS
1724
Capital Asset Advisory Services
Michigan
$520K +$5.16K +21 +1%
USWIA
1725
UP Strategic Wealth Investment Advisors
Pennsylvania
$519K – – –