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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1051
Compton Capital Management
Rhode Island
$940K -$33.7K -150 -4%
CS
1052
Cannell & Spears
New York
$940K -$17.1K -76 -2%
CFFP
1053
Center for Financial Planning
Michigan
$937K – – –
TC
1054
TownSquare Capital
Utah
$932K +$76.4K +340 +9%
EWA
1055
Exencial Wealth Advisors
Oklahoma
$931K -$81.8K -364 -8%
BA
1056
Bridgewater Advisors
New York
$931K +$913K +4,059 New
CT
1057
Caldwell Trust
Florida
$920K -$675 -3 -0.1%
SWM
1058
SeaCrest Wealth Management
New York
$920K +$294K +1,307 +48%
LFG
1059
Larson Financial Group
Missouri
$919K +$51.9K +231 +6%
MIM
1060
Montgomery Investment Management
Maryland
$917K – – –
SWM
1061
SigFig Wealth Management
California
$917K +$49.2K +219 +6%
GP
1062
Geneva Partners
Wisconsin
$917K +$68.1K +303 +8%
GH
1063
GAM Holding
Switzerland
$915K +$76.9K +342 +9%
APW
1064
Acima Private Wealth
Virginia
$914K – – –
NWM
1065
Northwest Wealth Management
Iowa
$913K -$6.75K -30 -0.7%
SWA
1066
Sightline Wealth Advisors
Connecticut
$913K +$24.3K +108 +3%
PMG
1067
Private Management Group
California
$911K -$7.2K -32 -0.8%
JWS
1068
Juncture Wealth Strategies
Arizona
$909K -$7.45M -33,139 -89%
AWM
1069
Avitas Wealth Management
California
$909K +$12.1K +54 +1%
CPA
1070
Clear Perspective Advisors
Illinois
$906K +$888K +3,948 New
WPC
1071
White Pine Capital
Minnesota
$902K +$65.7K +292 +8%
BIA
1072
Bigelow Investment Advisors
Maine
$901K – – –
SWM
1073
Segment Wealth Management
Texas
$899K – – –
BWA
1074
Bordeaux Wealth Advisors
California
$897K – – –
HPWM
1075
Highland Private Wealth Management
Washington
$894K -$11.9K -53 -1%
41 42
43
44 45