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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
776
PFG Advisors
Arizona
$912K +$142K +842 +16%
HFA
777
High Falls Advisors
New York
$911K +$92.3K +547 +11%
KA
778
Kovack Advisors
Florida
$910K +$562K +3,331 +161%
NSCM
779
New South Capital Management
Tennessee
$910K +$625K +3,700 +218%
PO
780
Private Ocean
California
$901K +$1.52K +9 +0.2%
DAS
781
Dynamic Advisor Solutions
Arizona
$892K -$63.1K -374 -7%
APP
782
Avantax Planning Partners
Iowa
$890K – – –
MWM
783
Mission Wealth Management
California
$887K +$314K +1,861 +55%
CAW
784
Cornerstone Advisors (Washington)
Washington
$877K -$73.4K -435 -8%
SHA
785
Seneca House Advisors
Virginia
$875K -$104K -618 -11%
AHC
786
Adell Harriman & Carpenter
Texas
$873K -$4.22K -25 -0.5%
AWM
787
Avior Wealth Management
Nebraska
$869K +$169 +1 +0%
GIA
788
Guyasuta Investment Advisors
Pennsylvania
$863K – – –
WIC
789
Whitegate Investment Counselors
New Hampshire
$853K +$338 +2 +0%
BCA
790
Bay Colony Advisors
Massachusetts
$851K +$66.9K +396 +9%
VCA
791
Verdence Capital Advisors
Maryland
$848K +$95.9K +568 +13%
LIC
792
Lodestar Investment Counsel
Illinois
$846K -$12.7K -75 -1%
F
793
Filament
Washington
$846K – – –
BFA
794
Beaumont Financial Advisors
Massachusetts
$844K +$489K +2,899 +137%
PCMF
795
Private Capital Management (Florida)
Florida
$843K +$371K +2,200 +79%
B
796
Bridgeworth
Alabama
$842K +$37.6K +223 +4%
BOS
797
Bingham Osborn & Scarborough
California
$840K -$40.5K -240 -5%
PAM
798
Private Asset Management
California
$835K +$4.22K +25 +0.5%
WCM
799
Windsor Capital Management
Arizona
$834K -$19.2K -114 -2%
TFF
800
The Family Firm
Maryland
$827K -$347K -2,057 -30%
30 31
32
33 34