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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
701
Algert Global
California
$3.29M +$2.94M +16,399 New
CCT
702
Chemung Canal Trust
New York
$3.27M -$218K -1,218 -7%
TWP
703
TFO Wealth Partners
Ohio
$3.25M +$63.4K +354 +2%
HFP
704
Holistic Financial Partners
Indiana
$3.25M -$16.3K -91 -0.6%
MFA
705
Mayflower Financial Advisors
Massachusetts
$3.23M -$84.2K -470 -3%
TCOTS
706
Trust Company of the South
North Carolina
$3.23M +$2.88M +16,089 New
PWG
707
Private Wealth Group
Florida
$3.22M -$40.3K -225 -1%
DIP
708
DT Investment Partners
Pennsylvania
$3.22M +$215K +1,200 +8%
FPTW
709
Franklin, Parlapiano, Turner & Welch
Texas
$3.21M – – –
BCI
710
Brinker Capital Investments
Pennsylvania
$3.19M +$165K +922 +6%
OPS
711
Orion Portfolio Solutions
Nebraska
$3.19M +$165K +922 +6%
WWM
712
Western Wealth Management
Colorado
$3.17M +$51.2K +286 +2%
CWC
713
Carolinas Wealth Consulting
North Carolina
$3.14M +$6.09K +34 +0.2%
BIAS
714
Beacon Investment Advisory Services
New Jersey
$3.13M -$7.34K -41 -0.3%
OIA
715
OneDigital Investment Advisors
Kansas
$3.13M -$636K -3,549 -19%
RG
716
Rathbones Group
United Kingdom
$3.12M -$37.6K -210 -1%
LIA
717
LSP Investment Advisors
New York
$3.11M – – –
AP
718
Adero Partners
California
$3.1M -$5.55K -31 -0.2%
AIM
719
Acropolis Investment Management
Missouri
$3.09M +$53.2K +297 +2%
BAM
720
Berkshire Asset Management
Pennsylvania
$3.08M +$441K +2,459 +19%
SPFA
721
Summit Place Financial Advisors
New Jersey
$3.07M -$318K -1,775 -10%
ERWM
722
Elk River Wealth Management
Colorado
$3.07M +$1.98M +11,029 +259%
AAS
723
Ameritas Advisory Services
Nebraska
$3.06M +$5.55K +31 +0.2%
EIP
724
Easterly Investment Partners
Massachusetts
$3.05M -$4.48M -25,000 -62%
HIA
725
Harbor Investment Advisory
Maryland
$3.04M +$1.09M +6,063 +67%
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