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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
2676
Key Capital Management
Tennessee
$17.1K -$1.41K -5 -8%
PWM
2677
Provident Wealth Management
Tennessee
$16.8K -$281 -1 -2%
PFO
2678
Pioneer Family Office
Florida
$16.5K – – –
KFG
2679
Kingdom Financial Group
Arizona
$16.1K -$24.7K -88 -62%
POIA
2680
Pin Oak Investment Advisors
Texas
$16K +$15.2K +54 New
LAS
2681
Lloyd Advisory Services
Georgia
$15.6K -$25K -89 -63%
BGAI
2682
Bruce G. Allen Investments
Colorado
$15.3K – – –
UIA
2683
Ulland Investment Advisors
Minnesota
$15K – – –
FM
2684
Family Management
New York
$14.7K – – –
WWMSC
2685
Wagner Wealth Management (South Carolina)
South Carolina
$14.7K – – –
MNA
2686
Manning & Napier Advisors
New York
$14.7K – – –
SN
2687
Sittner & Nelson
Oregon
$14.4K +$13.5K +48 New
JWM
2688
JPL Wealth Management
Colorado
$13.8K – – –
NIA
2689
NBZ Investment Advisors
Tennessee
$13.8K +$12.9K +46 New
BWM
2690
Bullock Wealth Management
Indiana
$13.6K – – –
WAG
2691
Wilkerson Advisory Group
Missouri
$13.3K +$7.87K +28 +175%
DRP
2692
Decker Retirement Planning
Utah
$13.3K – – –
OCWP
2693
Owl Creek Wealth Partners
Colorado
$12.9K +$12.1K +43 New
GC
2694
Granville Capital
North Carolina
$12.7K – – –
SFCL
2695
Strengthening Families & Communities LLC
Massachusetts
$12.1K – – –
PAP
2696
Persistent Asset Partners
Hong Kong
$12K +$130K +462 New
CSWG
2697
Cardinal Strategic Wealth Guidance
Kentucky
$12K – – –
PS
2698
Pinney & Scofield
Massachusetts
$11.4K – – –
EWA
2699
Elevate Wealth Advisory
Georgia
$11.1K – – –
NA
2700
Networth Advisors
Pennsylvania
$10.8K -$8.99K -32 -47%
106 107
108
109 110