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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
851
Fiduciary Wealth Partners
Massachusetts
$349K -$269K -1,970 -44%
FAM
852
Formidable Asset Management
Ohio
$349K – – –
RWMH
853
Riverpoint Wealth Management Holdings
Illinois
$349K +$410 +3 +0.1%
TWA
854
TCI Wealth Advisors
Arizona
$348K -$29.1K -213 -8%
TP
855
Truvvo Partners
New York
$346K -$39.6K -290 -10%
MAS
856
Madden Advisory Services
Florida
$346K -$4.78K -35 -1%
CCM
857
Catawba Capital Management
Virginia
$345K – – –
BIG
858
Bellwether Investment Group
Tennessee
$344K -$155K -1,132 -31%
NFG
859
NewFocus Financial Group
Washington
$342K -$21.6K -158 -6%
CPA
860
Capital Planning Advisors
California
$340K +$338K +2,472 New
DWM
861
Doyle Wealth Management
Florida
$339K +$337K +2,467 New
GIA
862
GHP Investment Advisors
Colorado
$334K -$13.3K -97 -4%
CL
863
CIM LLC
New York
$331K -$44.1K -323 -12%
PWW
864
Pettyjohn Wood & White
Virginia
$330K – – –
MC
865
Moors & Cabot
Massachusetts
$330K +$123K +901 +60%
MPM
866
Meritage Portfolio Management
Kansas
$329K +$956 +7 +0.3%
LP
867
LGL Partners
Pennsylvania
$328K +$956 +7 +0.3%
ERIM
868
Eagle Ridge Investment Management
Connecticut
$326K +$324K +2,369 New
HWM
869
Highwater Wealth Management
Colorado
$323K -$78.7K -576 -20%
CAM
870
Carret Asset Management
New York
$318K – – –
AIA
871
Affinity Investment Advisors
California
$316K +$314K +2,295 New
EP
872
Edgestream Partners
New Jersey
$316K +$314K +2,295 New
VCP
873
Vista Capital Partners
Oregon
$315K – – –
ANBT
874
American National Bank & Trust
Texas
$314K -$3.42K -25 -1%
VIA
875
Vantage Investment Advisors
Pennsylvania
$314K – – –
33 34
35
36 37