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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
1226
Kabarec Financial Advisors
Illinois
$30K – – –
PFA
1227
Pathway Financial Advisors
Vermont
$29K -$4.96K -31 -15%
PMAM
1228
Picton Mahoney Asset Management
Ontario, Canada
$29K -$3.2K -20 -10%
NWM
1229
Northwest Wealth Management
Iowa
$29K – – –
IGGA
1230
Iron Gate Global Advisors
Utah
$28K +$27.2K +170 New
MWM
1231
Mascoma Wealth Management
New Hampshire
$27K +$3.2K +20 +14%
NSB
1232
Norway Savings Bank
Maine
$27K +$8K +50 +43%
CC
1233
Claybrook Capital
Massachusetts
$20K – – –
POIA
1234
Pin Oak Investment Advisors
Texas
$18K – – –
FCMT
1235
Founders Capital Management (Texas)
Texas
$16K – – –
TWMP
1236
Taylor Wealth Management Partners
Massachusetts
$16K – – –
CWA
1237
Clarus Wealth Advisors
Arizona
$15K +$16K +100 New
SIS
1238
Sound Income Strategies
Florida
$14K -$2.72K -17 -16%
PSC
1239
Prentiss Smith & Co
Vermont
$14K – – –
BRC
1240
Bell Rock Capital
Delaware
$13K – – –
NL
1241
NVWM LLC
Pennsylvania
$13K – – –
TCM
1242
Tradewinds Capital Management
Washington
$13K – – –
NPP
1243
New Potomac Partners
Maryland
$12K – – –
SA
1244
SRH Advisors
Kansas
$11K – – –
WCA
1245
Waratah Capital Advisors
Ontario, Canada
$11K +$1.6M +10,000 New
CMBA
1246
C.M. Bidwell & Associates
Hawaii
$10K – – –
TFA
1247
Toth Financial Advisory
Virginia
$10K +$9.6K +60 New
PCM
1248
Princeton Capital Management
New Jersey
$10K +$10.2K +64 New
BWA
1249
Burt Wealth Advisors
Maryland
$9K – – –
RIA
1250
RPG Investment Advisory
California
$9K – – –
48 49
50
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