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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
1126
Orgel Wealth Management
Wisconsin
$243K – – –
LFA
1127
Legacy Financial Advisors
Kentucky
$242K – – –
DK
1128
Darrell & King
Virginia
$241K – – –
HFA
1129
Huber Financial Advisors
Illinois
$239K -$2.36K -14 -1%
CWA
1130
Cypress Wealth Advisors
California
$239K – – –
CAG
1131
Crestwood Advisors Group
Massachusetts
$238K – – –
BSB
1132
Bangor Savings Bank
Maine
$237K – – –
BCM
1133
Brasada Capital Management
Texas
$236K – – –
BWA
1134
BlueSky Wealth Advisors
North Carolina
$234K +$844 +5 +0.3%
FA
1135
FC Advisory
Pennsylvania
$233K -$1.18K -7 -0.5%
EFS
1136
Essex Financial Services
Connecticut
$233K +$4.9K +29 +2%
KSA
1137
Ken Stern & Associates
California
$232K -$6.58K -39 -3%
BWA
1138
BDO Wealth Advisors
Florida
$232K – – –
BL
1139
BFSG LLC
California
$232K – – –
TCM
1140
Traynor Capital Management
Pennsylvania
$231K +$506 +3 +0.2%
BHTS
1141
Bar Harbor Trust Services
Maine
$229K – – –
AWA
1142
Arete Wealth Advisors
Illinois
$228K -$8.27K -49 -3%
FIB
1143
First Interstate Bank
Montana
$227K -$19.2K -114 -8%
DWM
1144
Destination Wealth Management
California
$227K +$119K +703 +109%
TPWA
1145
TRUE Private Wealth Advisors
Oregon
$224K +$169 +1 +0.1%
WDL
1146
Well Done LLC
Michigan
$221K – – –
WC
1147
Weil Company
California
$220K – – –
FIMS
1148
FBL Investment Management Services
Iowa
$218K – – –
EWA
1149
Exencial Wealth Advisors
Oklahoma
$218K +$169 +1 +0.1%
UCMOK
1150
United Capital Management of KS
Kansas
$218K +$217K +1,286 New
44 45
46
47 48