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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACIM
1226
Azimuth Capital Investment Management
Michigan
$1.47M -$3.37K -12 -0.2%
CWWM
1227
Clear Wave Wealth Management
New Jersey
$1.47M -$21.6K -77 -2%
MW
1228
MBL Wealth
North Carolina
$1.47M -$384K -1,368 -22%
PIA
1229
Perennial Investment Advisors
California
$1.47M -$14.3K -51 -1%
AFO
1230
Aurelius Family Office
New Hampshire
$1.46M -$53.4K -190 -4%
KCM
1231
Kathmere Capital Management
Pennsylvania
$1.46M +$638K +2,271 +88%
MOS
1232
MGO One Seven
Ohio
$1.45M +$13.8K +49 +1%
BFA
1233
Bragg Financial Advisors
North Carolina
$1.44M +$111K +396 +9%
EM
1234
Excalibur Management
Massachusetts
$1.44M -$3.37K -12 -0.3%
AA
1235
Alpha Advisors
Virginia
$1.43M +$39.1K +139 +3%
BWP
1236
Balboa Wealth Partners
Arizona
$1.43M -$1.69M -6,004 -56%
PL
1237
Parthenon LLC
Kentucky
$1.43M – – –
SF
1238
Schuylkill Financial
Pennsylvania
$1.43M +$1.34M +4,756 New
SFS
1239
Summit Financial Strategies
Ohio
$1.43M -$231K -821 -15%
HFO
1240
Heritage Family Offices
Arizona
$1.42M -$466K -1,659 -26%
PEWA
1241
Pacific Excel Wealth Advisors
California
$1.42M +$1.33M +4,741 New
RWM
1242
Rialto Wealth Management
New York
$1.42M +$11.8K +42 +0.9%
BBES
1243
Buffalo Business & Estate Services
New York
$1.42M -$1.12M -3,978 Closed
AF
1244
AtlasMark Financial
Texas
$1.41M – – –
BWM
1245
BigSur Wealth Management
Florida
$1.41M +$562K +2,000 +74%
PFG
1246
Pacific Financial Group
Washington
$1.41M -$33.4K -119 -2%
PTC
1247
Philadelphia Trust Company
Pennsylvania
$1.4M +$1.12K +4 +0.1%
DI
1248
Decision Investments
California
$1.4M +$8.99K +32 +0.7%
WJS
1249
William John Sempolinski
Massachusetts
$1.4M +$1.31M +4,668 New
DFC
1250
DBK Financial Counsel
Ohio
$1.4M -$907K -3,229 -41%
48 49
50
51 52