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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1001
Howard Wealth Management
Connecticut
$707K +$675K +4,270 New
PWPS
1002
Pinnacle Wealth Planning Services
Ohio
$705K -$443K -2,804 -40%
AWA
1003
Arete Wealth Advisors
Illinois
$705K -$137K -869 -17%
LC
1004
LCNB Corp
Ohio
$705K +$790 +5 +0.1%
PMG
1005
ProVise Management Group
Florida
$702K -$9.48K -60 -1%
BFA
1006
Bragg Financial Advisors
North Carolina
$702K +$2.21K +14 +0.3%
HCM
1007
HM Capital Management
Missouri
$699K – – –
PWLP
1008
Prio Wealth Limited Partnership
Massachusetts
$697K – – –
AIS
1009
American Investment Services
Massachusetts
$696K +$37.6K +238 +6%
OPCM
1010
Osborne Partners Capital Management
California
$694K +$441K +2,790 +199%
SIAS
1011
Shine Investment Advisory Services
Colorado
$688K +$90.9K +575 +16%
APW
1012
Acima Private Wealth
Virginia
$687K -$15.8K -100 -2%
CHJWM
1013
Carlton Hofferkamp & Jenks Wealth Management
Texas
$685K -$635K -4,017 -49%
CT
1014
Cambridge Trust
Massachusetts
$684K +$25.1K +159 +4%
EK
1015
Evensky & Katz
Florida
$683K -$262K -1,657 -29%
JPG
1016
Jordan Park Group
California
$681K +$63.7K +403 +11%
GFPC
1017
Global Financial Private Client
Florida
$677K +$646K +4,089 New
TCOK
1018
Trust Company of Kansas
Kansas
$673K +$642K +4,060 New
DWM
1019
Doyle Wealth Management
Florida
$672K -$99.6K -630 -13%
CAW
1020
Cornerstone Advisors (Washington)
Washington
$667K -$48.4K -306 -7%
MCG
1021
McCollum Christoferson Group
New York
$664K – – –
NNP
1022
Nachman Norwood & Parrott
South Carolina
$659K -$2.69K -17 -0.4%
VDFA
1023
Vickerman & Driscoll Financial Advisors
Washington
$657K -$18.6K -118 -3%
TT
1024
TI-Trust
Illinois
$657K +$626K +3,963 New
FG
1025
Fiduciary Group
Georgia
$653K – – –
39 40
41
42 43