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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
976
Tiemann Investment Advisors
California
$492K – – –
CSM
977
CAMG Solamere Management
North Carolina
$490K +$149K +1,001 +38%
AAS
978
Annex Advisory Services
Wisconsin
$490K +$209K +1,400 +62%
NIM
979
Nicollet Investment Management
Minnesota
$489K – – –
PMG
980
Private Management Group
California
$487K – – –
SIAS
981
Shine Investment Advisory Services
Colorado
$487K +$22.4K +150 +4%
FLA
982
Financial Life Advisors
Texas
$486K +$22.7K +152 +4%
MSWMA
983
Market Street Wealth Management Advisors
Indiana
$486K +$542K +3,630 New
WA
984
Wasatch Advisors
Utah
$485K +$540K +3,619 New
MIG
985
McGuire Investment Group
Rhode Island
$484K – – –
PHAM
986
Palisades Hudson Asset Management
Florida
$483K -$19.7K -132 -4%
CCA
987
Conservest Capital Advisors
Pennsylvania
$483K +$2.83K +19 +0.5%
CB
988
Community Bank
New York
$481K – – –
NNP
989
Nachman Norwood & Parrott
South Carolina
$481K +$537K +3,596 New
BFA
990
Beaumont Financial Advisors
Massachusetts
$480K -$212K -1,422 -28%
WBC
991
West Branch Capital
Massachusetts
$480K -$13.4K -90 -2%
KM
992
Kalos Management
Georgia
$478K -$5.69M -38,160 -92%
EWM
993
Empirical Wealth Management
Washington
$478K -$24.3K -163 -4%
CAL
994
Capital Analysts LLC
Pennsylvania
$478K +$449K +3,012 +541%
BCA
995
Bay Colony Advisors
Massachusetts
$476K -$222K -1,490 -30%
EI
996
Ellevest Inc
New York
$476K +$530K +3,554 New
SHWM
997
Smith & Howard Wealth Management
Georgia
$476K +$531K +3,558 New
WIA
998
Wealthstreet Investment Advisors
Texas
$475K +$74.6K +500 +18%
RWA
999
River Wealth Advisors
Pennsylvania
$474K +$47K +315 +10%
SVWA
1000
Sound View Wealth Advisors
Georgia
$474K +$528K +3,540 New
38 39
40
41 42