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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
KAM
1126
KEB Asset Management
Illinois
$616K – – –
AMC
1127
Asset Management Corp
Illinois
$616K +$2.19K +12 +0.3%
JHCP
1128
Jackson Hole Capital Partners
Oklahoma
$615K – – –
CFFP
1129
Center for Financial Planning
Michigan
$613K -$31K -170 -4%
WA
1130
Wealth Architects
California
$612K – – –
LMKC
1131
L.M. Kohn & Company
Ohio
$612K +$253K +1,387 +60%
LA
1132
Lifeworks Advisors
Michigan
$611K -$69.1K -379 -10%
SBIA
1133
Sheaff Brock Investment Advisors
Indiana
$611K -$16.8K -92 -2%
PMG
1134
Private Management Group
California
$610K +$66.6K +365 +11%
TWA
1135
TPB Wealth Advisors
Texas
$608K -$151K -828 -18%
FFG
1136
Fullen Financial Group
Ohio
$608K +$8.39K +46 +1%
CPO
1137
Cerity Partners OCIO
New York
$606K -$21.5K -118 -3%
NFSG
1138
Newbridge Financial Services Group
Florida
$606K +$14.8K +81 +2%
FAM
1139
Flaharty Asset Management
Florida
$605K +$109K +600 +20%
BWP
1140
Balboa Wealth Partners
Arizona
$605K +$669K +3,669 New
IAA
1141
Independent Advisor Alliance
North Carolina
$604K +$668K +3,665 New
TF
1142
Tompkins Financial
New York
$603K – – –
SCA
1143
Southern Capital Advisors
Tennessee
$603K +$9.12K +50 +1%
SDWMA
1144
Schneider Downs Wealth Management Advisors
Pennsylvania
$602K – – –
PAM
1145
Private Asset Management
California
$601K +$1.64K +9 +0.2%
AIS
1146
American Investment Services
Massachusetts
$598K – – –
APW
1147
Acima Private Wealth
Virginia
$597K – – –
HPWM
1148
Highland Private Wealth Management
Washington
$596K -$18.2K -100 -3%
PL
1149
Plancorp LLC
Missouri
$595K -$3.28K -18 -0.5%
KJHP
1150
K.J. Harrison & Partners
Ontario, Canada
$594K +$565K +3,100 New
44 45
46
47 48