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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1201
Trellis Advisors
Washington
$289K – – –
HH
1202
HWG Holdings
Texas
$289K +$265K +2,021 New
RWP
1203
RWA Wealth Partners
Massachusetts
$288K +$264K +2,010 New
PFA
1204
Pettinga Financial Advisors
Indiana
$286K -$131K -1,000 -33%
CG
1205
Cynosure Group
Utah
$286K -$77.8K -593 -23%
RVPG
1206
Relative Value Partners Group
$286K -$61.9K -472 -19%
BCM
1207
Bienville Capital Management
New York
$286K – – –
PWW
1208
Pettyjohn Wood & White
Virginia
$286K – – –
LPT
1209
Legacy Private Trust
Wisconsin
$285K -$101K -773 -28%
AF
1210
Arrow Financial
New York
$284K -$21.9K -167 -8%
FBFS
1211
First Business Financial Services
Wisconsin
$284K +$22.2K +169 +9%
MAM
1212
Meeder Asset Management
Ohio
$283K -$244K -1,859 -48%
LOPW
1213
Live Oak Private Wealth
North Carolina
$283K +$259K +1,976 New
SWP
1214
Strategic Wealth Partners
Ohio
$283K +$259K +1,976 New
FIB
1215
First Interstate Bank
Montana
$283K +$260K +1,978 New
HT
1216
Heritage Trust
Oklahoma
$282K +$12.7K +97 +5%
JHCP
1217
Jackson Hole Capital Partners
Oklahoma
$282K +$173K +1,320 +203%
DWM
1218
Darwin Wealth Management
Florida
$281K -$24.7K -188 -9%
RFN
1219
RDA Financial Network
Iowa
$281K +$18.6K +142 +8%
KF
1220
Krilogy Financial
Missouri
$276K +$131 +1 +0.1%
UWPG
1221
Ullmann Wealth Partners Group
Florida
$274K – – –
YWP
1222
YorkBridge Wealth Partners
New York
$273K – – –
TW
1223
Transform Wealth
Colorado
$272K -$1.38M -10,531 -85%
GCM
1224
Gables Capital Management
Florida
$268K -$7.22K -55 -3%
RIM
1225
Rockbridge Investment Management
New York
$268K +$246K +1,872 New
47 48
49
50 51