IWM icon

iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
FZCM
2026
Flynn Zito Capital Management
New York
$228K +$248K +1,143 New
MS
2027
Maven Securities
Jersey
$228K -$2.29M -10,566 -90%
TCM
2028
TruNorth Capital Management
Michigan
$228K +$217K +1,001 +715%
SCP
2029
Sandhill Capital Partners
New York
$227K -$76.6K -353 -24%
GWMIA
2030
Global Wealth Management Investment Advisory
Florida
$226K -$72.5K -334 -23%
FWM
2031
ForthRight Wealth Management
Georgia
$226K +$434 +2 +0.2%
SAS
2032
Spurstone Advisory Services
Connecticut
$226K +$651 +3 +0.3%
SPWM
2033
Straight Path Wealth Management
Michigan
$225K – – –
RMA
2034
Roffman Miller Associates
Pennsylvania
$225K -$4.12K -19 -2%
NPAN
2035
Northeast Planning Associates NH
New Hampshire
$225K -$889K -4,099 -78%
VBWMG
2036
Von Berge Wealth Management Group
California
$224K +$217 +1 +0.1%
JAG
2037
Journey Advisory Group
Kentucky
$224K +$12.6K +58 +5%
BSSFA
2038
Baron Silver Stevens Financial Advisors
Florida
$224K – – –
CWA
2039
Cura Wealth Advisors
Illinois
$224K -$130K -600 -35%
RFW
2040
Rainier Family Wealth
Washington
$223K -$8.68K -40 -3%
CAM
2041
Clark Asset Management
New Hampshire
$223K -$45.3K -209 -16%
PG
2042
Patten Group
Tennessee
$223K -$3.25K -15 -1%
CLOS
2043
Compagnie Lombard Odier SCmA
Switzerland
$223K -$33.6K -155 -12%
VPP
2044
Vertex Planning Partners
Illinois
$223K -$9.33K -43 -4%
PNC
2045
Park National Corp
Ohio
$222K +$242K +1,115 New
ME
2046
McIlrath & Eck
Washington
$222K -$17.1K -79 -7%
MFA
2047
Morling Financial Advisors
California
$222K +$138K +637 +134%
CFGA
2048
Cambridge Financial Group (Arizona)
Arizona
$221K +$10.8K +50 +5%
MF
2049
Manuka Financial
Virginia
$219K – – –
CCM
2050
Ciovacco Capital Management
Georgia
$219K -$2.62M -12,091 -92%
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