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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
HPA
1226
High Probability Advisors
New York
$630K – – –
SCA
1227
Snowden Capital Advisors
New York
$627K -$68.1K -312 -10%
AFG
1228
Allegheny Financial Group
Pennsylvania
$625K -$20.3K -93 -3%
PCS
1229
Personal CFO Solutions
New Jersey
$624K +$44.3K +203 +8%
PFG
1230
Pacific Financial Group
Washington
$622K -$76.9K -352 -11%
LA
1231
Lynch & Associates
Indiana
$619K – – –
LC
1232
LCNB Corp
Ohio
$618K -$285K -1,305 -32%
WPA
1233
West Paces Advisors
Georgia
$617K -$92.1K -422 -13%
CCM
1234
Canal Capital Management
Virginia
$617K +$5.68K +26 +0.9%
AWA
1235
Arkadios Wealth Advisors
Georgia
$614K -$343K -1,571 -36%
MSWMA
1236
Market Street Wealth Management Advisors
Indiana
$613K – – –
FPW
1237
Flagship Private Wealth
Massachusetts
$613K +$5.68K +26 +1%
KM
1238
Kalos Management
Georgia
$612K +$316K +1,446 +107%
LWA
1239
Lineweaver Wealth Advisors
Ohio
$610K +$73.8K +338 +14%
AWM
1240
Altium Wealth Management
New York
$609K -$218 -1 -0%
WI
1241
Wedgewood Investors
Pennsylvania
$608K -$21.8K -100 -4%
ECAM
1242
East Coast Asset Management
Massachusetts
$606K – – –
LP
1243
LGL Partners
Pennsylvania
$605K -$20.7K -95 -3%
CCA
1244
Conservest Capital Advisors
Pennsylvania
$604K – – –
KCM
1245
Kennicott Capital Management
California
$604K +$597K +2,735 New
OWA
1246
Octavia Wealth Advisors
Ohio
$603K -$88K -403 -13%
WDG
1247
Wealth Dimensions Group
Ohio
$601K +$22.5K +103 +4%
FC
1248
Forte Capital
New York
$599K – – –
WCM
1249
Washburn Capital Management
Florida
$599K +$22.9K +105 +4%
SWM
1250
SeaCrest Wealth Management
New York
$598K -$11.1K -51 -2%
48 49
50
51 52