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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1126
Tompkins Financial
New York
$692K +$49.7K +270 +7%
TFG
1127
Tilson Financial Group
New Jersey
$691K – – –
HWA
1128
Heartwood Wealth Advisors
Virginia
$690K +$273K +1,482 +62%
KFI
1129
Key Financial Inc
Pennsylvania
$686K +$6.26K +34 +0.9%
TP
1130
Tranquility Partners
Tennessee
$685K +$13.8K +75 +2%
KAH
1131
Kathryn A. Hall
$675K – – –
PMFA
1132
Plante Moran Financial Advisors
Michigan
$673K -$197K -1,068 -22%
CTA
1133
Colonial Trust Advisors
South Carolina
$672K – – –
PFA
1134
Pure Financial Advisors
California
$669K -$84K -456 -11%
WA
1135
Wealth Architects
California
$667K +$3.87K +21 +0.6%
RWA
1136
Ropes Wealth Advisors
Massachusetts
$667K -$25.2K -137 -4%
G
1137
GenTrust
Florida
$666K – – –
JHCP
1138
Jackson Hole Capital Partners
Oklahoma
$665K – – –
PWM
1139
PRW Wealth Management
Massachusetts
$664K +$698K +3,789 New
SBIA
1140
Sheaff Brock Investment Advisors
Indiana
$661K +$368 +2 +0.1%
LFS
1141
Lutz Financial Services
Nebraska
$659K -$61.3K -333 -8%
CFFP
1142
Center for Financial Planning
Michigan
$657K – – –
GCP
1143
Garda Capital Partners
Minnesota
$657K +$678K +3,680 New
NAM
1144
NorthCrest Asset Manangement
Minnesota
$655K +$59.8K +325 +10%
IGWM
1145
ICA Group Wealth Management
Colorado
$652K -$678K -3,684 -50%
IAA
1146
Independent Advisor Alliance
North Carolina
$652K -$1.84K -10 -0.3%
DBT
1147
Dubuque Bank & Trust
Iowa
$651K -$19.1K -104 -3%
NFSG
1148
Newbridge Financial Services Group
Florida
$648K – – –
IIM
1149
Ironwood Investment Management
Massachusetts
$647K -$688K -3,735 -51%
H
1150
HoyleCohen
California
$647K +$184 +1 +0%
44 45
46
47 48