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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1201
Baldwin Wealth Partners
Massachusetts
$56K -$5.6K -35 -9%
CPA
1202
Clear Perspective Advisors
Illinois
$55K -$62.5K -391 -54%
RWM
1203
Raffa Wealth Management
District of Columbia
$52.9K +$7.68K +48 +17%
SMFS
1204
Squar Milner Financial Services
California
$49K +$48.3K +302 New
RFM
1205
Royal Fund Management
Florida
$48K – – –
LWM
1206
Lenox Wealth Management
Ohio
$47K – – –
DAM
1207
Delta Asset Management
Tennessee
$44K – – –
LWS
1208
Lucia Wealth Services
California
$44K +$21.6K +135 +99%
PS
1209
Portfolio Strategies
New York
$42K – – –
SIA
1210
SeaBridge Investment Advisors
New Jersey
$42K – – –
GSC
1211
G&S Capital
Colorado
$40K – – –
SWMG
1212
Signature Wealth Management Group
Georgia
$40K – – –
SWA
1213
Sutton Wealth Advisors
Florida
$39.6K – – –
FGAM
1214
Financial Gravity Asset Management
Texas
$38K -$1.44K -9 -4%
FCB
1215
First Command Bank
Texas
$37K – – –
FCFS
1216
First Command Financial Services
Texas
$37K – – –
GCM
1217
Gladius Capital Management
Illinois
$35.3K -$52.8M -330,352 -100%
HIIFS
1218
Harel Insurance Investments & Financial Services
Israel
$35K -$811K -5,068 -96%
RA
1219
Rational Advisors
New York
$35K +$27.8K +174 +470%
IBOK
1220
Independence Bank of Kentucky
Kentucky
$33K – – –
WIM
1221
Westside Investment Management
California
$33K – – –
KCPG
1222
Kavar Capital Partners Group
Kansas
$31K – – –
PFO
1223
Pathstone Family Office
New Jersey
$31K +$31K +194 New
HI
1224
Hudock Inc
Pennsylvania
$30K -$1.76K -11 -6%
KFA
1225
Kabarec Financial Advisors
Illinois
$30K – – –
47 48
49
50 51