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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
1201
RWA Wealth Partners
Massachusetts
$235K +$17.7K +115 +8%
FIB
1202
First Interstate Bank
Montana
$234K -$9.56K -62 -4%
BCWM
1203
Blue Chip Wealth Management
Florida
$234K +$462 +3 +0.2%
UCMOK
1204
United Capital Management of KS
Kansas
$231K -$48.6K -315 -22%
GPA
1205
Guidance Point Advisors
Massachusetts
$230K – – –
BG
1206
Bollard Group
Massachusetts
$230K +$771 +5 +0.3%
KCPG
1207
Kavar Capital Partners Group
Kansas
$228K – – –
FIMS
1208
FBL Investment Management Services
Iowa
$227K +$1.39K +9 +0.6%
EWM
1209
Executive Wealth Management
Michigan
$226K +$51.6K +335 +30%
OWM
1210
Orgel Wealth Management
Wisconsin
$225K -$21K -136 -9%
HCM
1211
Howland Capital Management
Massachusetts
$225K -$5.55K -36 -2%
LFA
1212
Legacy Financial Advisors
Kentucky
$224K – – –
HPC
1213
Hobart Private Capital
North Carolina
$224K -$36.4K -236 -14%
TCOV
1214
Trust Company of Vermont
Vermont
$223K – – –
SWM
1215
SVA Wealth Management
Wisconsin
$222K – – –
HCM
1216
Hudson Capital Management
New Jersey
$221K +$228K +1,482 New
CW
1217
Cobiz Wealth
Colorado
$219K -$20K -130 -8%
CBOR
1218
Community Bank of Raymore
Missouri
$219K – – –
PWP
1219
Private Wealth Partners
California
$219K +$218K +1,411 New
GWMIA
1220
Global Wealth Management Investment Advisory
Florida
$218K -$25.9K -168 -11%
BO
1221
Bank OZK
Arkansas
$218K +$216K +1,401 New
MAU
1222
MRA Associates USA
Arizona
$218K – – –
FA
1223
FC Advisory
Pennsylvania
$215K +$154 +1 +0.1%
BL
1224
BFSG LLC
California
$214K – – –
WANY
1225
Wealthspire Advisors (New York)
New York
$214K +$212K +1,377 New
47 48
49
50 51