We are live on ! Find out more
IWM icon

iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1751
BOS Asset Management
Illinois
$306K – – –
WMA
1752
Wealth Management Associates
New Jersey
$306K +$273K +1,526 New
PFP
1753
Paragon Financial Partners
California
$306K -$15.2K -85 -5%
KL
1754
KilterHowling LLC
Colorado
$306K – – –
KOC
1755
Koss-Olinger Consulting
Florida
$305K +$272K +1,519 New
AAS
1756
Annex Advisory Services
Wisconsin
$305K -$10.6K -59 -4%
WWMSC
1757
Wagner Wealth Management (South Carolina)
South Carolina
$303K +$251K +1,401 +1,274%
AIA
1758
Armor Investment Advisors
North Carolina
$303K – – –
RIS
1759
Retirement Income Solutions
Michigan
$303K – – –
EWM
1760
Elevatus Welath Management
New York
$303K +$270K +1,508 New
ACM
1761
Advance Capital Management
Michigan
$302K -$235K -1,314 -47%
SFO
1762
Stokes Family Office
Louisiana
$301K -$7.52K -42 -3%
EFI
1763
EHP Funds Inc
Canada
$301K +$269K +1,500 New
XT
1764
XTX Topco
Cayman Islands
$301K +$269K +1,500 New
4WM
1765
49 Wealth Management
Texas
$301K +$269K +1,500 New
MFGM
1766
Marshall Financial Group (Maryland)
Maryland
$301K – – –
B
1767
Bridgeworth
Alabama
$301K +$8.42K +47 +3%
FA
1768
FC Advisory
Pennsylvania
$298K -$19.7K -110 -7%
GCA
1769
Greenwood Capital Associates
South Carolina
$298K +$266K +1,484 New
FAG
1770
Fortitude Advisory Group
Washington
$297K +$265K +1,481 New
OFS
1771
OneAscent Financial Services
Alabama
$297K +$266K +1,482 New
KC
1772
Kades & Cheifetz
Pennsylvania
$297K +$2.15K +12 +0.8%
CFP
1773
Catalyst Financial Partners
Massachusetts
$296K -$274K -1,530 -51%
AMBIA
1774
Allen Mooney & Barnes Investment Advisors
Georgia
$295K +$896 +5 +0.3%
ATC
1775
Adirondack Trust Company
New York
$295K -$8.06K -45 -3%
69 70
71
72 73