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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SDWMA
1101
Schneider Downs Wealth Management Advisors
Pennsylvania
$823K +$57.2K +258 +7%
AWP
1102
Abacus Wealth Partners
California
$821K +$292K +1,318 +54%
GWS
1103
Glassman Wealth Services
Virginia
$821K -$175K -790 -17%
HPWM
1104
Highland Private Wealth Management
Washington
$821K -$31.9K -144 -4%
WP
1105
WealthSource Partners
California
$818K +$108K +486 +15%
WA
1106
Wealth Architects
California
$817K +$165K +746 +25%
TCM
1107
Triumph Capital Management
Colorado
$816K -$74.7K -337 -8%
UBV
1108
United Bank (Virginia)
Virginia
$815K – – –
WCM
1109
Washburn Capital Management
Florida
$813K -$665 -3 -0.1%
EK
1110
Evensky & Katz
Florida
$812K -$21.3K -96 -3%
BWM
1111
Baystate Wealth Management
Massachusetts
$811K +$466K +2,101 +131%
SWA
1112
Sightline Wealth Advisors
Connecticut
$805K -$66.7K -301 -8%
APWA
1113
Atlas Private Wealth Advisors
New Jersey
$800K +$29.5K +133 +4%
DCM
1114
Donaldson Capital Management
Indiana
$796K -$22.2K -100 -3%
BWA
1115
Bordeaux Wealth Advisors
California
$795K -$61K -275 -7%
NFG
1116
Nations Financial Group
Iowa
$795K +$30.1K +136 +4%
APW
1117
Acima Private Wealth
Virginia
$793K -$80K -361 -9%
CFA
1118
Carroll Financial Associates
North Carolina
$793K – – –
NL
1119
Navalign LLC
California
$789K -$5.1K -23 -0.6%
GT
1120
Greenleaf Trust
Michigan
$788K -$25.5K -115 -3%
PAM
1121
Private Asset Management
California
$787K -$4.21K -19 -0.5%
GSWM
1122
Golden State Wealth Management
California
$787K +$81.6K +368 +11%
NGA
1123
Naples Global Advisors
Florida
$786K +$122K +550 +18%
BCM
1124
BTR Capital Management
California
$783K -$22.2K -100 -3%
AIS
1125
American Investment Services
Massachusetts
$782K +$7.54K +34 +1%
43 44
45
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