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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
FGA
901
Fortis Group Advisors
New Jersey
$2.8M -$291K -1,037 -10%
AFM
902
Abbot Financial Management
Massachusetts
$2.8M – – –
EAM
903
Empirical Asset Management
Massachusetts
$2.79M +$31.8K +113 +1%
GPGA
904
Grandeur Peak Global Advisors
Utah
$2.79M +$2.61M +9,286 New
MCM
905
Monument Capital Management
Virginia
$2.79M +$2.61M +9,284 New
ACM
906
Absolute Capital Management
Pennsylvania
$2.79M -$44.7K -159 -2%
TSW
907
Three Seasons Wealth
Utah
$2.78M -$1.42M -5,053 -35%
SCG
908
Sonata Capital Group
Washington
$2.77M +$262K +934 +11%
UAG
909
United Advisor Group
Ohio
$2.76M +$234K +832 +10%
TWM
910
Tanager Wealth Management
United Kingdom
$2.75M -$524K -1,863 -17%
CP
911
Camelot Portfolios
Ohio
$2.75M +$626K +2,228 +32%
OPWM
912
Oakwell Private Wealth Management
Texas
$2.75M -$6.18K -22 -0.2%
PFA
913
Pure Financial Advisors
California
$2.75M -$107K -381 -4%
CB
914
Chris Bulman
California
$2.74M -$286K -1,016 -10%
LB
915
Legacy Bridge
Iowa
$2.73M – – –
TSW
916
Thompson Siegel & Walmsley
Virginia
$2.72M – – –
SHFP
917
Second Half Financial Partners
Florida
$2.72M -$165K -586 -6%
CCA
918
Childress Capital Advisors
Texas
$2.72M -$8.15K -29 -0.3%
KF
919
KKM Financial
Illinois
$2.72M +$1.97K +7 +0.1%
QCM
920
QRG Capital Management
Illinois
$2.72M +$1.33M +4,717 +109%
HSA
921
HBK Sorce Advisory
Pennsylvania
$2.72M +$35.1K +125 +1%
TPI
922
Trust Point Inc
Wisconsin
$2.71M -$82.3K -293 -3%
AWA
923
Aaron Wealth Advisors
Illinois
$2.71M – – –
IC
924
Innealta Capital
Texas
$2.7M – – –
VIP
925
Value Investment Professionals
New York
$2.7M +$2.53M +8,986 New
35 36
37
38 39