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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
KCPG
1201
Kavar Capital Partners Group
Kansas
$228K – – –
FIMS
1202
FBL Investment Management Services
Iowa
$227K +$1.39K +9 +0.6%
EWM
1203
Executive Wealth Management
Michigan
$226K +$51.6K +335 +30%
OWM
1204
Orgel Wealth Management
Wisconsin
$225K -$21K -136 -9%
HCM
1205
Howland Capital Management
Massachusetts
$225K -$5.55K -36 -2%
LFA
1206
Legacy Financial Advisors
Kentucky
$224K – – –
HPC
1207
Hobart Private Capital
North Carolina
$224K -$36.4K -236 -14%
TCOV
1208
Trust Company of Vermont
Vermont
$223K – – –
SWM
1209
SVA Wealth Management
Wisconsin
$222K – – –
HCM
1210
Hudson Capital Management
New Jersey
$221K +$228K +1,482 New
CW
1211
Cobiz Wealth
Colorado
$219K -$20K -130 -8%
CBOR
1212
Community Bank of Raymore
Missouri
$219K – – –
PWP
1213
Private Wealth Partners
California
$219K +$218K +1,411 New
GWMIA
1214
Global Wealth Management Investment Advisory
Florida
$218K -$25.9K -168 -11%
BO
1215
Bank OZK
Arkansas
$218K +$216K +1,401 New
MAU
1216
MRA Associates USA
Arizona
$218K – – –
FA
1217
FC Advisory
Pennsylvania
$215K +$154 +1 +0.1%
BL
1218
BFSG LLC
California
$214K – – –
WANY
1219
Wealthspire Advisors (New York)
New York
$214K +$212K +1,377 New
KM
1220
Kalos Management
Georgia
$213K -$216K -1,404 -51%
FFG
1221
Frisch Financial Group
New York
$211K -$52.9K -343 -20%
BHTS
1222
Bar Harbor Trust Services
Maine
$211K – – –
HR
1223
Howe & Rusling
New York
$210K – – –
ANBT
1224
American National Bank & Trust
Texas
$208K – – –
WDL
1225
Well Done LLC
Michigan
$204K -$462 -3 -0.2%
47 48
49
50 51