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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1001
Sound Income Strategies
Florida
$875K +$770K +4,402 +7,461%
BCM
1002
BlueCrest Capital Management
Jersey
$872K +$779K +4,450 New
SFG
1003
Summit Financial Group
West Virginia
$861K +$43.7K +250 +6%
GFS
1004
GYL Financial Synergies
Connecticut
$856K -$12.2K -70 -2%
WTB
1005
Washington Trust Bank
Washington
$856K – – –
KCM
1006
Karp Capital Management
California
$855K +$763K +4,359 New
AWA
1007
Arkadios Wealth Advisors
Georgia
$853K -$410K -2,341 -35%
SWA
1008
Stratos Wealth Advisors
Ohio
$852K -$56.3K -322 -7%
OWA
1009
Outlook Wealth Advisors
Texas
$852K +$133K +758 +21%
MWP
1010
MYCIO Wealth Partners
Pennsylvania
$852K +$385K +2,198 +102%
CWP
1011
Capital Wealth Planning
Florida
$842K +$685K +3,917 New
BS
1012
Boenning & Scattergood
Pennsylvania
$841K +$81.5K +466 +12%
ECM
1013
Elgethun Capital Management
South Dakota
$840K +$2.27K +13 +0.3%
MPM
1014
Meritage Portfolio Management
Kansas
$837K +$224K +1,280 +43%
DLCIG
1015
D.L. Carlson Investment Group
New Hampshire
$837K +$393K +2,245 +111%
DWP
1016
Destiny Wealth Partners
Florida
$837K +$747K +4,269 New
AWS
1017
AJ Wealth Strategies
New York
$834K +$525 +3 +0.1%
PWLP
1018
Prio Wealth Limited Partnership
Massachusetts
$834K +$20.6K +118 +3%
IAIM
1019
International Assets Investment Management
Florida
$834K +$47.6K +272 +7%
PMG
1020
ProVise Management Group
Florida
$830K – – –
SCM
1021
Shelton Capital Management
Colorado
$828K -$26.2K -150 -3%
HCM
1022
HM Capital Management
Missouri
$828K – – –
SVWAG
1023
Sound View Wealth Advisors Group
Georgia
$827K -$5.78K -33 -0.8%
TC
1024
TownSquare Capital
Utah
$820K +$29.9K +171 +4%
PA
1025
Pinnacle Associates
New York
$817K -$1.21M -6,889 -62%
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