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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
HIS
951
Harvest Investment Services
Illinois
$485K -$2.6M -17,472 -80%
PMG
952
ProVise Management Group
Florida
$485K – – –
HCM
953
HM Capital Management
Missouri
$483K – – –
LNWWM
954
Laird Norton Wetherby Wealth Management
California
$482K -$74.5K -500 -11%
AIS
955
American Investment Services
Massachusetts
$481K – – –
BHTS
956
Bar Harbor Trust Services
Maine
$479K -$82.3K -552 -12%
SWA
957
Sutton Wealth Advisors
Florida
$477K +$486K +3,259 +359%
APW
958
Acima Private Wealth
Virginia
$475K – – –
CFFP
959
Center for Financial Planning
Michigan
$475K +$55K +369 +10%
CAAS
960
Capital Asset Advisory Services
Michigan
$469K -$288K -1,930 -34%
SFS
961
Strategic Financial Services
New York
$465K -$10.1M -67,987 -94%
CAW
962
Cornerstone Advisors (Washington)
Washington
$461K – – –
OWA
963
Outlook Wealth Advisors
Texas
$460K +$104K +695 +21%
MIM
964
Montgomery Investment Management
Maryland
$458K -$267K -1,792 -31%
FNBOO
965
First National Bank of Omaha
Nebraska
$458K -$174K -1,166 -23%
VWM
966
Venturi Wealth Management
Texas
$455K -$767K -5,145 -56%
ECM
967
Evergreen Capital Management
Washington
$455K +$25.5K +171 +4%
CW
968
CreativeOne Wealth
Kansas
$455K +$48.3K +324 +9%
WTB
969
Washington Trust Bank
Washington
$454K +$31K +208 +6%
C
970
Cliffwater
California
$453K -$1.7M -11,399 -74%
NNP
971
Nachman Norwood & Parrott
South Carolina
$453K -$2.68K -18 -0.5%
MCG
972
McCollum Christoferson Group
New York
$452K -$8.95K -60 -1%
FG
973
Fiduciary Group
Georgia
$451K – – –
OAM
974
Occidental Asset Management
California
$451K – – –
NWM
975
Northwest Wealth Management
Iowa
$451K +$588K +3,942 New
37 38
39
40 41