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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
FLA
901
Financial Life Advisors
Texas
$586K +$141K +835 +32%
MWM
902
Merriman Wealth Management
Washington
$585K -$137K -812 -19%
CA
903
Cynosure Advisors
Utah
$579K – – –
MCM
904
Mengis Capital Management
Oregon
$575K -$45.6K -270 -7%
KL
905
KWMG LLC
Kansas
$573K -$4.56K -27 -0.8%
RW
906
REDW Wealth
New Mexico
$571K -$169 -1 -0%
FDCC
907
Foster Dykema Cabot & Co
Massachusetts
$570K -$170K -1,005 -23%
GWS
908
Glassman Wealth Services
Virginia
$570K – – –
SFM
909
Signet Financial Management
New Jersey
$558K +$272K +1,611 +95%
WA
910
Wealth Architects
California
$556K +$191K +1,134 +52%
AFC
911
AFT Forsyth & Company
Florida
$555K – – –
DCM
912
Donaldson Capital Management
Indiana
$555K +$78.3K +464 +16%
BDF
913
Balasa Dinverno & Foltz
$554K -$35.3K -209 -6%
FAM
914
Flaharty Asset Management
Florida
$550K +$338 +2 +0.1%
PFC
915
Poplar Forest Capital
California
$543K – – –
RWA
916
River Wealth Advisors
Pennsylvania
$543K +$9.45K +56 +2%
PWPS
917
Pinnacle Wealth Planning Services
Ohio
$541K -$109K -648 -17%
HI
918
Harrington Investments
California
$538K – – –
AIM
919
Advantage Investment Management
Iowa
$538K +$329K +1,948 +157%
BWM
920
BigSur Wealth Management
Florida
$537K – – –
VHAM
921
Van Hulzen Asset Management
California
$537K +$187K +1,107 +53%
NGA
922
Naples Global Advisors
Florida
$533K – – –
JAM
923
Jupiter Asset Management
United Kingdom
$531K -$294K -1,740 -36%
BRWM
924
B. Riley Wealth Management
Tennessee
$530K +$531K +3,147 New
PFGIA
925
Patriot Financial Group Insurance Agency
Massachusetts
$526K -$72.6K -430 -12%
35 36
37
38 39