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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWAF
976
Core Wealth Advisors (Florida)
Florida
$984K -$177K -961 -15%
WFA
977
Wade Financial Advisory
California
$984K – – –
MCM
978
Mainstay Capital Management
Michigan
$969K -$12.5K -68 -1%
DWP
979
Daymark Wealth Partners
Ohio
$964K +$754K +4,097 +313%
NPA
980
Nichols & Pratt Advisers
Massachusetts
$962K -$72K -391 -7%
WTB
981
Washington Trust Bank
Washington
$959K +$32.6K +177 +3%
PL
982
Parthenon LLC
Kentucky
$954K -$5.52K -30 -0.6%
CB
983
Community Bank
New York
$954K – – –
TA
984
Tactive Advisors
Florida
$952K +$479K +2,600 +95%
AFA
985
American Financial Advisors
Georgia
$950K -$3.31K -18 -0.3%
APIM
986
Agate Pass Investment Management
Washington
$946K -$46.4K -252 -5%
FF
987
Fluent Financial
Texas
$935K -$7.87M -42,769 -89%
CIAS
988
Capital Investment Advisory Services
North Carolina
$935K +$186K +1,010 +24%
TWC
989
TD Waterhouse Canada
Ontario, Canada
$930K -$2.21K -12 -0.2%
DIP
990
Davis Investment Partners
North Carolina
$929K +$41.8K +227 +4%
NCM
991
Neumann Capital Management
California
$929K – – –
CMA
992
Cedar Mountain Advisors
Oregon
$924K – – –
CSPIA
993
Cary Street Partners Investment Advisory
Virginia
$920K +$9.76K +53 +1%
GCA
994
Gradient Capital Advisors
California
$917K – – –
MFT
995
Moisand Fitzgerald Tamayo
Florida
$906K – – –
GKWIM
996
Gerber Kawasaki Wealth & Investment Management
California
$904K +$9.02K +49 +1%
MSFS
997
Main Street Financial Solutions
Pennsylvania
$902K +$33.3K +181 +4%
AWA
998
Arkadios Wealth Advisors
Georgia
$901K +$162K +880 +21%
NGA
999
Naples Global Advisors
Florida
$901K +$80.3K +436 +9%
TGAM
1000
TBH Global Asset Management
Tennessee
$899K +$395K +2,144 +74%
38 39
40
41 42