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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
901
Pure Financial Advisors
California
$2.37M +$912K +3,711 +63%
AIM
902
Athena Investment Management
California
$2.37M – – –
WFA
903
WMG Financial Advisors
Tennessee
$2.35M +$119K +483 +5%
HFO
904
Heritage Family Offices
Arizona
$2.34M +$454K +1,845 +24%
LWPC
905
Legacy Wealth Partners (Colorado)
Colorado
$2.34M +$2.34M +9,523 New
NB
906
Nicolet Bankshares
Wisconsin
$2.34M -$125K -507 -5%
AFM
907
Abbot Financial Management
Massachusetts
$2.33M -$130K -530 -5%
VA
908
Vident Advisory
Georgia
$2.33M -$21.4K -87 -0.9%
SCA
909
Southern Capital Advisors
Tennessee
$2.32M +$85.1K +346 +4%
AWA
910
American Wealth Advisors
Georgia
$2.32M -$23.8K -97 -1%
JA
911
JVL Associates
Michigan
$2.32M – – –
GP
912
Gridiron Partners
Pennsylvania
$2.3M -$8.31M -33,818 -78%
LWM
913
Lyell Wealth Management
California
$2.3M +$12.3K +50 +0.5%
MFC
914
Mechanics Financial Corp
Ohio
$2.29M -$9.59K -39 -0.4%
HCC
915
Hirtle Callaghan & Co
Pennsylvania
$2.29M -$70.1K -285 -3%
BCA
916
Bay Colony Advisors
Massachusetts
$2.29M -$452K -1,838 -17%
ESB
917
Essex Savings Bank
Connecticut
$2.28M -$39.1K -159 -2%
DWA
918
Delos Wealth Advisors
Texas
$2.28M +$78.9K +321 +4%
FWMP
919
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.28M -$103K -418 -4%
CA
920
Claro Advisors
Massachusetts
$2.28M -$87.5K -356 -4%
HCM
921
Hollencrest Capital Management
California
$2.27M +$246 +1 +0%
TPI
922
Trust Point Inc
Wisconsin
$2.26M +$110K +449 +5%
SCM
923
Shelton Capital Management
Colorado
$2.26M +$1.08M +4,391 +92%
OPWM
924
Oakwell Private Wealth Management
Texas
$2.26M +$45.5K +185 +2%
TSW
925
Thompson Siegel & Walmsley
Virginia
$2.26M +$4.42K +18 +0.2%
35 36
37
38 39