We are live on ! Find out more
IWM icon

iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2026
TruNorth Capital Management
Michigan
$228K +$217K +1,001 +715%
SCP
2027
Sandhill Capital Partners
New York
$227K -$76.6K -353 -24%
GWMIA
2028
Global Wealth Management Investment Advisory
Florida
$226K -$72.5K -334 -23%
FWM
2029
ForthRight Wealth Management
Georgia
$226K +$434 +2 +0.2%
SAS
2030
Spurstone Advisory Services
Connecticut
$226K +$651 +3 +0.3%
SPWM
2031
Straight Path Wealth Management
Michigan
$225K – – –
RMA
2032
Roffman Miller Associates
Pennsylvania
$225K -$4.12K -19 -2%
NPAN
2033
Northeast Planning Associates NH
New Hampshire
$225K -$889K -4,099 -78%
VBWMG
2034
Von Berge Wealth Management Group
California
$224K +$217 +1 +0.1%
JAG
2035
Journey Advisory Group
Kentucky
$224K +$12.6K +58 +5%
BSSFA
2036
Baron Silver Stevens Financial Advisors
Florida
$224K – – –
CWA
2037
Cura Wealth Advisors
Illinois
$224K -$130K -600 -35%
RFW
2038
Rainier Family Wealth
Washington
$223K -$8.68K -40 -3%
CAM
2039
Clark Asset Management
New Hampshire
$223K -$45.3K -209 -16%
PG
2040
Patten Group
Tennessee
$223K -$3.25K -15 -1%
CLOS
2041
Compagnie Lombard Odier SCmA
Switzerland
$223K -$33.6K -155 -12%
VPP
2042
Vertex Planning Partners
Illinois
$223K -$9.33K -43 -4%
PNC
2043
Park National Corp
Ohio
$222K +$242K +1,115 New
ME
2044
McIlrath & Eck
Washington
$222K -$17.1K -79 -7%
MFA
2045
Morling Financial Advisors
California
$222K +$138K +637 +134%
CFGA
2046
Cambridge Financial Group (Arizona)
Arizona
$221K +$10.8K +50 +5%
MF
2047
Manuka Financial
Virginia
$219K – – –
CCM
2048
Ciovacco Capital Management
Georgia
$219K -$2.62M -12,091 -92%
NFA
2049
Northern Financial Advisors
Michigan
$219K +$434 +2 +0.2%
NWA
2050
New World Advisors
Massachusetts
$218K +$237K +1,092 New
80 81
82
83 84