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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
TBWA
1276
Three Bridge Wealth Advisors
California
$797K +$756K +3,792 New
SWMG
1277
Sard Wealth Management Group
Georgia
$797K +$283K +1,417 +60%
MCM
1278
MidAtlantic Capital Management
Virginia
$795K – – –
LW
1279
Libra Wealth
California
$794K -$20.7K -104 -3%
CIA
1280
Capital Investment Advisors
Georgia
$792K +$73.4K +368 +11%
AF
1281
Alerus Financial
North Dakota
$791K -$2.1M -10,508 -74%
CFP
1282
Catalyst Financial Partners
Massachusetts
$789K +$521K +2,614 +177%
KIA
1283
KCM Investment Advisors
California
$788K +$193K +966 +35%
NF
1284
Nvest Financial
New Hampshire
$787K +$225K +1,129 +43%
EK
1285
Evensky & Katz
Florida
$782K -$23.7K -119 -3%
LW
1286
Linscomb Wealth
Texas
$782K +$19.2K +96 +3%
EFA
1287
Evernest Financial Advisors
Indiana
$781K +$807K +4,046 New
WSCM
1288
Wellington Shields Capital Management
New York
$780K +$740K +3,710 New
IDBONY
1289
Israel Discount Bank of New York
New York
$774K -$812K -4,070 -53%
DWA
1290
Delos Wealth Advisors
Texas
$773K +$734K +3,677 New
FF
1291
Friedenthal Financial
New Jersey
$772K +$549K +2,751 +299%
WA
1292
Wealth Architects
California
$772K +$399 +2 +0.1%
NC
1293
NBW Capital
Massachusetts
$771K +$473K +2,373 +183%
GCIM
1294
Gunn & Company Investment Management
Florida
$765K -$924K -4,634 -56%
CG
1295
Cynosure Group
Utah
$763K -$44.7K -224 -6%
KAH
1296
Kathryn A. Hall
$762K -$32.1K -161 -4%
BFA
1297
Bill Few Associates
Pennsylvania
$760K -$28.7K -144 -4%
LWCFA
1298
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$760K – – –
LFS
1299
Lutz Financial Services
Nebraska
$760K – – –
CCWM
1300
Cassaday & Co Wealth Management
Virginia
$760K +$19.9K +100 +3%
50 51
52
53 54