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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
1176
Flagship Private Wealth
Massachusetts
$565K +$472K +2,697 New
PA
1177
Procyon Advisors
Connecticut
$564K +$27.1K +155 +6%
MJRIC
1178
Mogy Joel R Investment Counsel
California
$559K – – –
WI
1179
Wedgewood Investors
Pennsylvania
$559K – – –
HPA
1180
High Probability Advisors
New York
$559K +$499K +2,850 New
BCA
1181
Bay Colony Advisors
Massachusetts
$557K +$25.4K +145 +5%
SBIA
1182
Sheaff Brock Investment Advisors
Indiana
$555K -$5.6K -32 -1%
LP
1183
LGL Partners
Pennsylvania
$555K +$10.7K +61 +2%
IA
1184
Insight Advisors
Pennsylvania
$551K +$492K +2,809 New
LA
1185
Lynch & Associates
Indiana
$549K – – –
SFA
1186
Source Financial Advisors
New York
$549K +$490K +2,802 New
LWM
1187
Laidlaw Wealth Management
New York
$547K +$228K +1,303 +88%
HA
1188
Harborview Advisors
Maine
$546K – – –
MSWMA
1189
Market Street Wealth Management Advisors
Indiana
$544K – – –
WP
1190
WealthPLAN Partners
Nebraska
$543K +$435K +2,484 New
CCM
1191
Canal Capital Management
Virginia
$542K +$700 +4 +0.1%
SWA
1192
SOA Wealth Advisors
New York
$542K +$418K +2,389 New
AWM
1193
Altium Wealth Management
New York
$541K +$5.95K +34 +1%
SWM
1194
SeaCrest Wealth Management
New York
$540K +$5.95K +34 +1%
ECAM
1195
East Coast Asset Management
Massachusetts
$538K – – –
BDF
1196
Balasa Dinverno & Foltz
$537K – – –
CCA
1197
Conservest Capital Advisors
Pennsylvania
$536K -$122K -700 -20%
QAM
1198
QCI Asset Management
New York
$534K +$184K +1,052 +63%
FC
1199
Forte Capital
New York
$532K – – –
PP
1200
Peconic Partners
New York
$529K – – –
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