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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
1026
Great Valley Advisor Group
Delaware
$995K +$68.3K +308 +7%
FG
1027
Fiduciary Group
Georgia
$994K -$6.65K -30 -0.7%
COCM
1028
Charter Oak Capital Management
New Hampshire
$991K -$72.9K -329 -7%
AIM
1029
AMI Investment Management
Indiana
$991K – – –
GL
1030
Graypoint LLC
New York
$989K +$273K +1,230 +37%
FBFS
1031
First Business Financial Services
Wisconsin
$975K +$446K +2,013 +82%
AIC
1032
Ayalon Insurance Company
Israel
$969K -$3.65M -16,477 -79%
AWM
1033
AAF Wealth Management
Massachusetts
$969K -$2K -9 -0.2%
LOPW
1034
Live Oak Private Wealth
North Carolina
$967K +$563K +2,541 +135%
GP
1035
Geneva Partners
Wisconsin
$963K +$89.3K +403 +10%
TLFA
1036
True Link Financial Advisors
California
$961K +$760K +3,430 +355%
SWM
1037
Sugarloaf Wealth Management
Georgia
$959K +$21.1K +95 +2%
IAIM
1038
International Assets Investment Management
Florida
$959K +$129K +583 +15%
DLCIG
1039
D.L. Carlson Investment Group
New Hampshire
$959K +$491K +2,217 +102%
SCA
1040
Snowden Capital Advisors
New York
$957K -$5.32K -24 -0.5%
CPA
1041
Clear Perspective Advisors
Illinois
$954K +$91.8K +414 +10%
CT
1042
Caldwell Trust
Florida
$953K +$76.5K +345 +9%
PWLP
1043
Prio Wealth Limited Partnership
Massachusetts
$941K – – –
ECM
1044
Elgethun Capital Management
South Dakota
$940K – – –
AWM
1045
Apollon Wealth Management
South Carolina
$938K +$125K +563 +15%
VWM
1046
Venturi Wealth Management
Texas
$936K -$1.33K -6 -0.1%
WCG
1047
Weaver Consulting Group
California
$935K +$137K +616 +17%
GFS
1048
GYL Financial Synergies
Connecticut
$933K -$37K -167 -4%
RPGK
1049
Retirement Planning Group (Kansas)
Kansas
$928K +$9.09K +41 +1%
PMG
1050
ProVise Management Group
Florida
$926K -$174K -784 -16%
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