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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
UBP
1001
Union Bancaire Privee
Switzerland
$1.95M +$311K +1,267 +19%
B
1002
Bensler
Washington
$1.95M -$92.9K -378 -5%
FSWA
1003
Financial Synergies Wealth Advisors
Texas
$1.93M +$31.7K +129 +2%
GI
1004
GAMCO Investors
Connecticut
$1.92M +$707K +2,877 +58%
WA
1005
WESPAC Advisors
California
$1.92M +$500K +2,033 +35%
PGF
1006
Plan Group Financial
Oklahoma
$1.91M -$1.13M -4,585 -37%
RPWA
1007
Regent Peak Wealth Advisors
Georgia
$1.91M -$29.7K -121 -2%
FC
1008
FCA Corp
Texas
$1.9M -$256K -1,043 -12%
ACM
1009
Aspen Capital Management
Idaho
$1.9M – – –
GIA
1010
Gateway Investment Advisers
Ohio
$1.9M +$24.6K +100 +1%
FGWP
1011
Founders Grove Wealth Partners
Virginia
$1.9M -$182K -740 -9%
AA
1012
Apriem Advisors
California
$1.89M – – –
AFO
1013
Allie Family Office
Florida
$1.88M – – –
SCG
1014
Sonata Capital Group
Washington
$1.88M -$27.3K -111 -1%
SCP
1015
Silverleafe Capital Partners
Tennessee
$1.88M +$12.3K +50 +0.7%
IA
1016
Integrity Alliance
Iowa
$1.88M +$1.06M +4,304 +130%
NSIM
1017
North Star Investment Management
Illinois
$1.87M +$11.8K +48 +0.6%
LA
1018
Legacy Advisors
Pennsylvania
$1.86M +$106K +432 +6%
SB
1019
Sunflower Bank
Texas
$1.86M – – –
STCOSD
1020
Sageworth Trust Company of South Dakota
South Dakota
$1.86M – – –
TFA
1021
Toth Financial Advisory
Virginia
$1.85M +$7.62K +31 +0.4%
WA
1022
Wealth Architects
California
$1.85M – – –
WP
1023
WealthShield Partners
North Carolina
$1.85M +$303K +1,231 +20%
MPWT
1024
MassMutual Private Wealth & Trust
Connecticut
$1.85M -$27K -110 -1%
EFA
1025
Evernest Financial Advisors
Indiana
$1.85M -$688K -2,799 -29%
39 40
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