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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
801
Linker Capital Management
Kentucky
$2.33M +$2.36M +10,460 New
GWANC
802
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.32M +$2.36M +10,442 New
SIAM
803
Sterling Investment Advisors (Missouri)
Missouri
$2.31M -$108K -476 -4%
NB
804
Nicolet Bankshares
Wisconsin
$2.3M +$656K +2,901 +39%
FWP
805
FAS Wealth Partners
Kansas
$2.29M +$6.78K +30 +0.3%
TPA
806
Trivium Point Advisory
Connecticut
$2.29M +$54.7K +242 +2%
UWM
807
USAdvisors Wealth Management
Minnesota
$2.29M -$303K -1,342 -12%
SWA
808
Stratos Wealth Advisors
Ohio
$2.29M +$1.38M +6,099 +146%
RCM
809
RNC Capital Management
California
$2.27M +$2.31M +10,225 New
MFG
810
MidWestOne Financial Group
Iowa
$2.27M – – –
LAS
811
Lloyd Advisory Services
Georgia
$2.27M +$2.04M +9,041 +770%
PP
812
Patten & Patten
Tennessee
$2.27M -$134K -594 -6%
BA
813
Ballast Advisors
Minnesota
$2.24M +$34.8K +154 +2%
S
814
SignatureFD
Georgia
$2.23M +$36.4K +161 +2%
IDBONY
815
Israel Discount Bank of New York
New York
$2.23M +$78.4K +347 +4%
OHWP
816
Oak Harbor Wealth Partners
North Carolina
$2.23M +$2.26M +10,007 New
CCM
817
Campbell Capital Management
Florida
$2.22M +$2.26M +10,000 New
5L
818
55I LLC
Massachusetts
$2.21M -$1.03M -4,553 -31%
FIA
819
Foundations Investment Advisors
Arizona
$2.2M +$9.04K +40 +0.4%
MA
820
MONECO Advisors
Connecticut
$2.2M +$14.9K +66 +0.6%
DFC
821
DBK Financial Counsel
Ohio
$2.2M +$2.23M +9,886 New
JPG
822
Jordan Park Group
California
$2.19M +$237K +1,051 +12%
OBGC
823
O'Brien Greene & Co
Pennsylvania
$2.17M -$1.02M -4,524 -32%
LC
824
Lavaca Capital
Texas
$2.16M +$2.2M +9,727 New
1WM
825
1900 Wealth Management
Texas
$2.14M -$73.9K -327 -3%
31 32
33
34 35