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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
BS
1076
Boenning & Scattergood
Pennsylvania
$1.1M +$34.1K +151 +3%
SC
1077
SouthState Corp
Florida
$1.1M +$32.8K +145 +3%
OGF
1078
Orin Green Financial
California
$1.1M -$182K -806 -13%
CMA
1079
Cedar Mountain Advisors
Oregon
$1.1M +$16.5K +73 +2%
H
1080
HoyleCohen
California
$1.1M +$11.8K +52 +1%
HWM
1081
Howard Wealth Management
Connecticut
$1.09M +$22.8K +101 +2%
CA
1082
Calton & Associates
Florida
$1.08M -$1.45M -6,425 -57%
IB
1083
Intrust Bank
Kansas
$1.08M – – –
BDFN
1084
Bond & Devick Financial Network
Minnesota
$1.08M -$28.7K -127 -3%
UWPG
1085
Ullmann Wealth Partners Group
Florida
$1.08M +$743K +3,290 +213%
APW
1086
Aurora Private Wealth
New Jersey
$1.07M -$117K -517 -10%
FFA
1087
Fragasso Financial Advisors
Pennsylvania
$1.07M +$904 +4 +0.1%
SCA
1088
Sage Capital Advisors
South Dakota
$1.07M +$22.6K +100 +2%
MPW
1089
Melone Private Wealth
Michigan
$1.07M +$1.09M +4,814 New
MTIC
1090
Missouri Trust & Investment Company
Missouri
$1.07M +$1.09M +4,802 New
CHJWM
1091
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.06M +$158K +699 +15%
PCG
1092
Private Capital Group
Connecticut
$1.06M +$211K +933 +24%
ERWM
1093
Elk River Wealth Management
Colorado
$1.06M -$127K -560 -11%
GVAG
1094
Great Valley Advisor Group
Delaware
$1.06M +$52.4K +232 +5%
FANJ
1095
Financial Architects (New Jersey)
New Jersey
$1.05M -$49.9K -221 -4%
AIM
1096
AMI Investment Management
Indiana
$1.05M +$45.9K +203 +4%
AMC
1097
Asset Management Corp
Illinois
$1.05M +$1.07M +4,729 New
AF
1098
AtlasMark Financial
Texas
$1.05M – – –
SWM
1099
Sugarloaf Wealth Management
Georgia
$1.04M +$69.1K +306 +7%
BFM
1100
Broadview Financial Management
Wisconsin
$1.04M +$5.88K +26 +0.6%
42 43
44
45 46