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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1201
Jackson Wealth Management
Florida
$528K -$40.4K -231 -8%
MCC
1202
Money Concepts Capital
Florida
$527K +$470K +2,687 New
TLFA
1203
True Link Financial Advisors
California
$526K +$1.27M +7,254 New
LOPW
1204
Live Oak Private Wealth
North Carolina
$525K +$123K +701 +35%
PAM
1205
Premier Asset Management
Illinois
$523K -$377K -2,156 -45%
ZCA
1206
Zeke Capital Advisors
Pennsylvania
$523K -$1.93K -11 -0.4%
WWM
1207
Windsor Wealth Management
Indiana
$523K +$111K +632 +31%
RFN
1208
RDA Financial Network
Iowa
$521K +$95.4K +545 +26%
FAM
1209
Flaharty Asset Management
Florida
$520K -$131K -750 -22%
DDPIC
1210
Deroy & Devereaux Private Investment Counsel
Michigan
$519K – – –
CCM
1211
Chilton Capital Management
Texas
$519K +$25K +143 +6%
PCS
1212
Personal CFO Solutions
New Jersey
$514K -$15.1M -86,295 -97%
BIM
1213
Bridges Investment Management
Nebraska
$514K +$175 +1 +0%
WDG
1214
Wealth Dimensions Group
Ohio
$513K +$458K +2,617 New
WCM
1215
Washburn Capital Management
Florida
$511K -$19.2K -110 -4%
CCM
1216
Carlson Capital Management
Minnesota
$511K – – –
SAMT
1217
Select Asset Management & Trust
Pennsylvania
$511K +$456K +2,608 New
WKWM
1218
Walter & Keenan Wealth Management
Indiana
$510K – – –
QTM
1219
qPULA Trading Management
New York
$510K +$455K +2,600 New
SSCA
1220
South Shore Capital Advisors
Massachusetts
$510K +$455K +2,600 New
PIA
1221
Powell Investment Advisors
Florida
$504K +$134K +763 +42%
AMC
1222
Asset Management Corp
Illinois
$503K -$203K -1,158 -33%
BC
1223
Brookfield Corp
Ontario, Canada
$500K +$447K +2,552 New
NFSG
1224
Newbridge Financial Services Group
Florida
$499K -$187K -1,071 -30%
APW
1225
Aurora Private Wealth
New Jersey
$498K +$49K +280 +12%
47 48
49
50 51