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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
801
Chesapeake Wealth Management
Virginia
$2.95M -$34.9K -142 -1%
PWM
802
Pines Wealth Management
North Carolina
$2.95M +$2.21K +9 +0.1%
ATWA
803
Arbor Trust Wealth Advisors
Michigan
$2.94M +$492 +2 +0%
DWM
804
DWR Wealth Management
California
$2.94M +$2.91M +11,855 New
LF
805
LifeSteps Financial
California
$2.94M -$75.7K -308 -3%
TSS
806
Two Sigma Securities
New York
$2.93M +$1.87M +7,620 +177%
LP
807
LGL Partners
Pennsylvania
$2.93M +$9.34K +38 +0.3%
RW
808
REDW Wealth
New Mexico
$2.93M -$151K -613 -5%
VCM
809
Viewpoint Capital Management
Washington
$2.9M +$226K +918 +8%
WB
810
West Bancorporation
Iowa
$2.88M -$132K -535 -4%
ARC
811
Advisor Resource Council
Texas
$2.86M +$1.69M +6,886 +161%
CWM
812
ClientFirst Wealth Management
Arkansas
$2.86M – – –
ACM
813
Absolute Capital Management
Pennsylvania
$2.85M -$23.6K -96 -0.8%
3IP
814
3Chopt Investment Partners
Virginia
$2.85M – – –
MWM
815
Mittelman Wealth Management
Massachusetts
$2.84M +$1.14M +4,622 +89%
TWM
816
Tanager Wealth Management
United Kingdom
$2.83M -$215K -873 -7%
GSIAS
817
Garden State Investment Advisory Services
New Jersey
$2.83M -$316K -1,286 -10%
CCMG
818
Clark Capital Management Group
Pennsylvania
$2.83M +$2.2M +8,947 +353%
WWM
819
Western Wealth Management
Colorado
$2.82M +$26.1K +106 +0.9%
AC
820
Annandale Capital
Texas
$2.81M – – –
PWA
821
Provenance Wealth Advisors
Florida
$2.8M – – –
EFS
822
Essex Financial Services
Connecticut
$2.8M +$32.9K +134 +1%
GAM
823
GEM Asset Management
Michigan
$2.78M -$19.2K -78 -0.7%
WC
824
Woodstock Corp
Massachusetts
$2.78M -$133K -540 -5%
LA
825
Lifeworks Advisors
Michigan
$2.76M -$4.8M -19,507 -63%
31 32
33
34 35