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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
926
Naples Global Advisors
Florida
$574K +$37.6K +250 +7%
RMA
927
Roffman Miller Associates
Pennsylvania
$574K +$139K +925 +33%
RP
928
Riverbridge Partners
Minnesota
$572K -$14.6M -97,346 -96%
DP
929
Denver PWM
Colorado
$572K -$23.6K -157 -4%
PMG
930
Private Management Group
California
$572K +$14.9K +99 +3%
GP
931
Gresham Partners
Illinois
$571K – – –
HFA
932
Hoover Financial Advisors
Pennsylvania
$564K -$3.01K -20 -0.5%
MMHP
933
Murphy Middleton Hinkle & Parker
Georgia
$563K -$7.51K -50 -1%
TIA
934
Tiemann Investment Advisors
California
$562K – – –
NIM
935
Nicollet Investment Management
Minnesota
$559K – – –
BFA
936
Beaumont Financial Advisors
Massachusetts
$557K +$7.66K +51 +1%
CFA
937
Carroll Financial Associates
North Carolina
$557K +$232K +1,547 +74%
MSWMA
938
Market Street Wealth Management Advisors
Indiana
$556K – – –
CCA
939
Conservest Capital Advisors
Pennsylvania
$554K +$1.35K +9 +0.2%
BWA
940
BDO Wealth Advisors
Florida
$554K +$337K +2,244 +163%
MIG
941
McGuire Investment Group
Rhode Island
$553K – – –
PHAM
942
Palisades Hudson Asset Management
Florida
$553K +$301 +2 +0.1%
GWS
943
Glassman Wealth Services
Virginia
$552K +$33.1K +220 +7%
BIM
944
Bridges Investment Management
Nebraska
$551K +$42.5K +283 +9%
FLA
945
Financial Life Advisors
Texas
$550K -$4.96K -33 -0.9%
CB
946
Community Bank
New York
$550K – – –
GWA
947
Guidant Wealth Advisors
Illinois
$550K +$114K +761 +27%
SIAS
948
Shine Investment Advisory Services
Colorado
$548K -$9.02K -60 -2%
WMA
949
Wealth Management Associates
New Jersey
$545K +$535K +3,563 New
SVWA
950
Sound View Wealth Advisors
Georgia
$545K +$3.01K +20 +0.6%
36 37
38
39 40