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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
TFG
1126
Tilson Financial Group
New Jersey
$691K – – –
HWA
1127
Heartwood Wealth Advisors
Virginia
$690K +$273K +1,482 +62%
KFI
1128
Key Financial Inc
Pennsylvania
$686K +$6.26K +34 +0.9%
TP
1129
Tranquility Partners
Tennessee
$685K +$13.8K +75 +2%
KAH
1130
Kathryn A. Hall
$675K – – –
PMFA
1131
Plante Moran Financial Advisors
Michigan
$673K -$197K -1,068 -22%
CTA
1132
Colonial Trust Advisors
South Carolina
$672K – – –
PFA
1133
Pure Financial Advisors
California
$669K -$84K -456 -11%
WA
1134
Wealth Architects
California
$667K +$3.87K +21 +0.6%
RWA
1135
Ropes Wealth Advisors
Massachusetts
$667K -$25.2K -137 -4%
G
1136
GenTrust
Florida
$666K – – –
JHCP
1137
Jackson Hole Capital Partners
Oklahoma
$665K – – –
PWM
1138
PRW Wealth Management
Massachusetts
$664K +$698K +3,789 New
SBIA
1139
Sheaff Brock Investment Advisors
Indiana
$661K +$368 +2 +0.1%
LFS
1140
Lutz Financial Services
Nebraska
$659K -$61.3K -333 -8%
CFFP
1141
Center for Financial Planning
Michigan
$657K – – –
GCP
1142
Garda Capital Partners
Minnesota
$657K +$678K +3,680 New
NAM
1143
NorthCrest Asset Manangement
Minnesota
$655K +$59.8K +325 +10%
IGWM
1144
ICA Group Wealth Management
Colorado
$652K -$678K -3,684 -50%
IAA
1145
Independent Advisor Alliance
North Carolina
$652K -$1.84K -10 -0.3%
DBT
1146
Dubuque Bank & Trust
Iowa
$651K -$19.1K -104 -3%
NFSG
1147
Newbridge Financial Services Group
Florida
$648K – – –
IIM
1148
Ironwood Investment Management
Massachusetts
$647K -$688K -3,735 -51%
H
1149
HoyleCohen
California
$647K +$184 +1 +0%
AWM
1150
AAF Wealth Management
Massachusetts
$647K -$66.3K -360 -9%
44 45
46
47 48