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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
501
Summit Wealth & Retirement Planning
California
$2.87M +$368K +2,805 +16%
IWAG
502
Integer Wealth Advisors Group
Georgia
$2.87M +$44K +335 +2%
BC
503
Burney Company
Virginia
$2.85M -$2.61M -19,927 -50%
VAS
504
Vestmark Advisory Solutions
Massachusetts
$2.83M +$67.8K +517 +3%
RIL
505
Rothschild Investment LLC
Illinois
$2.82M -$4.79M -36,530 -65%
RCAG
506
Rehmann Capital Advisory Group
Michigan
$2.82M +$518K +3,946 +25%
IMOV
507
Investment Management of Virginia
Virginia
$2.81M +$1.18M +9,015 +85%
FMT
508
First Mercantile Trust
Tennessee
$2.79M -$25.7K -196 -1%
COF
509
Capital One Financial
Virginia
$2.77M -$740K -5,642 -23%
HH
510
Hilltop Holdings
Texas
$2.77M +$117K +891 +5%
AP
511
Adero Partners
California
$2.76M +$95.7K +729 +4%
HCM
512
Hollencrest Capital Management
California
$2.75M -$98.9K -754 -4%
ASN
513
Advisory Services Network
Georgia
$2.74M -$32.5K -248 -1%
BSW
514
Buckingham Strategic Wealth
Missouri
$2.73M -$1.98M -15,095 -44%
PMA
515
Prudent Man Advisors
Illinois
$2.73M +$2.5M +19,072 New
NL
516
NWAM LLC
Washington
$2.72M +$308K +2,350 +14%
WAP
517
Wealthcare Advisory Partners
Pennsylvania
$2.72M -$185K -1,409 -7%
ATC
518
Argent Trust Co
Tennessee
$2.71M -$246K -1,877 -9%
SFG
519
Sunburst Financial Group
Alabama
$2.71M -$172K -1,308 -6%
SWM
520
Southern Wealth Management
Texas
$2.71M -$588K -4,482 -19%
FPCP
521
Fort Point Capital Partners
California
$2.71M -$2.77M -21,084 -53%
FMWA
522
Forvis Mazars Wealth Advisors
Missouri
$2.71M +$37.4K +285 +2%
PAM
523
Peak Asset Management
Colorado
$2.7M -$576K -4,391 -19%
MPPLM
524
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.68M +$485K +3,697 +25%
MA
525
Mutual Advisors
Nebraska
$2.66M +$1.51M +11,494 +162%
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