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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1026
Perennial Investment Advisors
California
$847K +$462K +2,509 +112%
ERWM
1027
Elk River Wealth Management
Colorado
$847K -$121K -656 -12%
SIA
1028
Stegner Investment Associates
Kentucky
$846K – – –
VWM
1029
Venturi Wealth Management
Texas
$845K -$43.3K -235 -5%
D
1030
Diversified
Delaware
$840K +$95.2K +517 +12%
AF
1031
AtlasMark Financial
Texas
$838K +$865K +4,700 New
IA
1032
IAM Advisory
Pennsylvania
$838K -$245K -1,329 -22%
SCA
1033
Sandy Cove Advisors
Massachusetts
$836K +$863K +4,687 New
BFA
1034
Bragg Financial Advisors
North Carolina
$832K -$70.3K -382 -8%
GFPC
1035
Global Financial Private Client
Florida
$828K +$9.39K +51 +1%
PCMU
1036
Paragon Capital Management (Utah)
Utah
$828K +$19.7K +107 +2%
MFA
1037
McClarren Financial Advisors
Pennsylvania
$826K +$2.39K +13 +0.3%
MWM
1038
Mattern Wealth Management
Kansas
$824K +$19.3K +105 +2%
LSA
1039
Lion Street Advisors
Texas
$823K +$849K +4,610 New
RG
1040
Retirement Group
California
$817K -$3.31K -18 -0.4%
LC
1041
LCNB Corp
Ohio
$816K -$20.3K -110 -2%
KTA
1042
Keeley-Teton Advisors
Illinois
$815K – – –
WPC
1043
White Pine Capital
Minnesota
$815K +$226K +1,227 +37%
MM
1044
Meridian Management
Arkansas
$815K +$454K +2,464 +117%
LW
1045
Linscomb Wealth
Texas
$813K -$81.2K -441 -9%
SWM
1046
Sugarloaf Wealth Management
Georgia
$812K -$19.1K -104 -2%
PAM
1047
PVG Asset Management
Colorado
$811K +$837K +4,545 New
OWP
1048
Obermeyer Wealth Partners
Colorado
$810K -$354K -1,925 -30%
WP
1049
WealthSource Partners
California
$809K -$90.8K -493 -10%
EE
1050
EWG Elevate
California
$809K +$3.13K +17 +0.4%
40 41
42
43 44