We are live on ! Find out more
IWM icon

iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
RWS
2001
Retirement Wealth Solutions
Wisconsin
$238K +$20.7K +103 +10%
AAG
2002
Armstrong Advisory Group
Massachusetts
$238K -$100K -498 -31%
PWM
2003
Peterson Wealth Management
Nevada
$237K +$221K +1,099 New
NFA
2004
Northern Financial Advisors
Michigan
$237K +$402 +2 +0.2%
BFA
2005
Beaumont Financial Advisors
Massachusetts
$235K – – –
PP
2006
PDS Planning
Ohio
$235K – – –
ACI
2007
Alpha Cubed Investments
California
$234K +$218K +1,085 New
ODIJL
2008
One Day In July LLC
Vermont
$234K +$218K +1,083 New
CWA
2009
Cascade Wealth Advisors
Washington
$233K +$213K +1,058 New
SFS
2010
Strategic Financial Services
New York
$233K -$264K -1,312 -55%
CWA
2011
Continuum Wealth Advisors
New York
$233K – – –
EHC
2012
Everett Harris & Co
California
$232K – – –
WTB
2013
Washington Trust Bank
Washington
$232K – – –
GWP
2014
Gateway Wealth Partners
Wisconsin
$231K +$216K +1,072 New
EE
2015
EWG Elevate
California
$230K -$402 -2 -0.2%
FPW
2016
Flywheel Private Wealth
California
$230K -$129K -640 -37%
MAM
2017
MMA Asset Management
Pennsylvania
$230K -$401K -1,995 -65%
RF
2018
Robinswood Financial
Washington
$230K +$604 +3 +0.3%
TWG
2019
The Wealth Group
Minnesota
$230K – – –
PBO
2020
Peoples Bank (Ohio)
Ohio
$229K -$54.3K -270 -20%
GA
2021
GoalVest Advisory
New York
$229K +$149K +740 +231%
ME
2022
McIlrath & Eck
Washington
$229K -$10.7K -53 -5%
CFGA
2023
Cambridge Financial Group (Arizona)
Arizona
$229K -$10.1K -50 -5%
CWM
2024
Cabot Wealth Management
Massachusetts
$228K – – –
SIC
2025
SJS Investment Consulting
Ohio
$227K – – –
79 80
81
82 83