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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
EK
1151
Evensky & Katz
Florida
$903K +$148K +732 +20%
MFC
1152
Morris Financial Concepts
South Carolina
$902K -$23.2K -115 -3%
SA
1153
Strategic Advisors
New York
$897K +$242K +1,197 +37%
BFM
1154
Broadview Financial Management
Wisconsin
$892K +$2.42K +12 +0.3%
NCM
1155
NCM Capital Management
New Jersey
$891K -$284K -1,406 -24%
APWA
1156
Atlas Private Wealth Advisors
New Jersey
$888K +$393K +1,945 +80%
SIM
1157
Stratos Investment Management
Ohio
$888K +$3.64K +18 +0.4%
AFC
1158
AFT Forsyth & Company
Florida
$888K +$202 +1 +0%
NF
1159
Nvest Financial
New Hampshire
$888K +$128K +632 +17%
HWM
1160
Howard Wealth Management
Connecticut
$887K -$27.3K -135 -3%
PGWM
1161
Parisi Gray Wealth Management
New Jersey
$885K +$60.2K +298 +7%
AB
1162
Atlas Brown
Kentucky
$884K +$20.4K +101 +2%
EE
1163
EWG Elevate
California
$884K +$12.9K +64 +1%
CFO
1164
Collective Family Office
Pennsylvania
$884K – – –
MFGP
1165
Marshall Financial Group (Pennsylvania)
Pennsylvania
$879K +$606 +3 +0.1%
CG
1166
CFO4Life Group
Texas
$875K +$29.3K +145 +3%
MWM
1167
Mattern Wealth Management
Kansas
$873K -$10.1K -50 -1%
LA
1168
Lifeworks Advisors
Michigan
$872K -$49.1K -243 -5%
BFA
1169
Bragg Financial Advisors
North Carolina
$870K -$53.8K -266 -6%
EGA
1170
Eagle Global Advisors
Texas
$870K -$4.04K -20 -0.5%
FIB
1171
First Interstate Bank
Montana
$869K +$6.67K +33 +0.8%
SWA
1172
SOA Wealth Advisors
New York
$868K -$41.2K -204 -5%
ARC
1173
Advisor Resource Council
Texas
$860K -$1.37M -6,775 -25%
RLWM
1174
RF&L Wealth Management
Massachusetts
$860K – – –
PCS
1175
Personal CFO Solutions
New Jersey
$859K -$19.2M -95,050 -96%
45 46
47
48 49