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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
2651
GS Investments
Minnesota
$22.5K – – –
SWP
2652
SIMA Wealth Partners
Virginia
$21.9K – – –
SA
2653
SRH Advisors
Kansas
$21K – – –
PMIM
2654
Prudent Man Investment Management
Colorado
$20.4K – – –
AFC
2655
Ares Financial Consulting
California
$19.3K +$18K +64 New
T
2656
Tidemark
California
$19.1K – – –
CA
2657
Centerpoint Advisors
Massachusetts
$19K +$562 +2 +3%
BDPWM
2658
Barnes Dennig Private Wealth Management
Ohio
$18.3K – – –
BAM
2659
Bellevue Asset Management
Washington
$18.1K – – –
KCM
2660
Key Capital Management
Tennessee
$17.1K -$1.41K -5 -8%
PWM
2661
Provident Wealth Management
Tennessee
$16.8K -$281 -1 -2%
PFO
2662
Pioneer Family Office
Florida
$16.5K – – –
KFG
2663
Kingdom Financial Group
Arizona
$16.1K -$24.7K -88 -62%
POIA
2664
Pin Oak Investment Advisors
Texas
$16K +$15.2K +54 New
LAS
2665
Lloyd Advisory Services
Georgia
$15.6K -$25K -89 -63%
BGAI
2666
Bruce G. Allen Investments
Colorado
$15.3K – – –
UIA
2667
Ulland Investment Advisors
Minnesota
$15K – – –
FM
2668
Family Management
New York
$14.7K – – –
WWMSC
2669
Wagner Wealth Management (South Carolina)
South Carolina
$14.7K – – –
MNA
2670
Manning & Napier Advisors
New York
$14.7K – – –
SN
2671
Sittner & Nelson
Oregon
$14.4K +$13.5K +48 New
JWM
2672
JPL Wealth Management
Colorado
$13.8K – – –
NIA
2673
NBZ Investment Advisors
Tennessee
$13.8K +$12.9K +46 New
BWM
2674
Bullock Wealth Management
Indiana
$13.6K +$12.6K +45 New
WAG
2675
Wilkerson Advisory Group
Missouri
$13.3K +$7.87K +28 +175%
105 106
107
108 109