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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
726
Wakefield Asset Management
Colorado
$2.08M -$64.2K -367 -3%
MFG
727
MidWestOne Financial Group
Iowa
$2.07M – – –
WCF
728
West Coast Financial
California
$2.07M +$1.75K +10 +0.1%
NL
729
NWAM LLC
Washington
$2.07M -$131K -747 -7%
PBF
730
Petix & Botte Financial
California
$2.06M -$472K -2,698 -20%
SC
731
Sepio Capital
Utah
$2.06M – – –
LL
732
LPWM LLC
Minnesota
$2.06M -$111K -633 -6%
1WM
733
1900 Wealth Management
Texas
$2.04M +$1.82M +10,417 New
ST
734
Sabal Trust
Florida
$2.04M +$50.2K +287 +3%
KPWS
735
Kestra Private Wealth Services
Texas
$2.03M +$228K +1,305 +14%
EE
736
EWG Elevate
California
$2.03M +$1.12M +6,412 +162%
TW
737
TrinityPoint Wealth
Connecticut
$2.03M +$98K +560 +6%
TCA
738
Transcend Capital Advisors
New Jersey
$2.03M +$64.2K +367 +4%
PA
739
PFG Advisors
Arizona
$2.02M -$50.6K -289 -3%
WWM
740
Western Wealth Management
Colorado
$2.01M -$583K -3,331 -25%
RCM
741
Radnor Capital Management
Pennsylvania
$1.99M +$114K +650 +7%
IDBONY
742
Israel Discount Bank of New York
New York
$1.99M -$485K -2,772 -21%
CWM
743
Centric Wealth Management
Illinois
$1.98M +$1.76M +10,077 New
APA
744
Allegiant Private Advisors
Florida
$1.97M +$1.76M +10,064 New
CA
745
Continuum Advisory
Idaho
$1.96M +$78.6K +449 +5%
PP
746
Patten & Patten
Tennessee
$1.94M +$9.62K +55 +0.6%
RWG
747
Regal Wealth Group
California
$1.94M -$74.2K -424 -4%
BFA
748
Beacon Financial Advisory
Ohio
$1.93M +$137K +781 +9%
HCC
749
Hirtle Callaghan & Co
Pennsylvania
$1.92M -$8.75K -50 -0.5%
MC
750
Middleton & Co
Massachusetts
$1.91M -$17.5K -100 -1%
28 29
30
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