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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1101
Sightline Wealth Advisors
Connecticut
$859K +$32.8K +150 +4%
CHA
1102
Cooper/Haims Advisors
New York
$857K – – –
CT
1103
Columbia Trust
Oregon
$856K – – –
CAAS
1104
Capital Asset Advisory Services
Michigan
$853K +$24K +110 +3%
22CM
1105
20/20 Capital Management
California
$851K +$108K +494 +15%
CIAS
1106
Capital Investment Advisory Services
North Carolina
$849K -$53.5K -245 -6%
PP
1107
Pegasus Partners
Wisconsin
$848K +$11.8K +54 +1%
CCG
1108
Cypress Capital Group
Florida
$846K – – –
WFA
1109
Wade Financial Advisory
California
$841K -$4.37K -20 -0.5%
NFG
1110
Nations Financial Group
Iowa
$841K +$119K +544 +17%
SSW
1111
Smith Shellnut Wilson
Mississippi
$840K +$335K +1,535 +68%
WPC
1112
White Pine Capital
Minnesota
$837K – – –
TC
1113
TownSquare Capital
Utah
$836K -$86K -394 -9%
KAH
1114
Kathryn A. Hall
$836K – – –
SWM
1115
SigFig Wealth Management
California
$835K -$67K -307 -8%
LFG
1116
Larson Financial Group
Missouri
$834K +$157K +721 +24%
ACM
1117
Ategra Capital Management
Virginia
$828K -$6.77K -31 -0.8%
JWM
1118
JFG Wealth Management
Colorado
$828K – – –
BC
1119
Burney Company
Virginia
$828K +$366K +1,676 +81%
AWM
1120
Apollon Wealth Management
South Carolina
$822K +$812K +3,721 New
GT
1121
Greenleaf Trust
Michigan
$821K +$180K +826 +29%
IP
1122
Intellectus Partners
California
$820K -$622K -2,849 -43%
EK
1123
Evensky & Katz
Florida
$818K -$79.9K -366 -9%
GP
1124
Geneva Partners
Wisconsin
$816K +$94.5K +433 +13%
WSCM
1125
Wellington Shields Capital Management
New York
$815K +$480K +2,200 +148%
43 44
45
46 47