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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1301
Connecticut Wealth Management
Connecticut
$445K -$553 -3 -0.1%
KCM
1302
Kennicott Capital Management
California
$445K – – –
PGCM
1303
Prescott Group Capital Management
Oklahoma
$440K +$479K +2,600 New
FRA
1304
Frank Rimerman Advisors
California
$439K -$172K -931 -26%
SPW
1305
Surience Private Wealth
Washington
$437K -$4.57M -24,789 -91%
KFS
1306
Kaizen Financial Strategies
California
$436K -$55.9K -303 -11%
ECAM
1307
East Coast Asset Management
Massachusetts
$436K – – –
MSWMA
1308
Market Street Wealth Management Advisors
Indiana
$435K -$2.03K -11 -0.4%
FFM
1309
Forum Financial Management
Illinois
$435K +$39.8K +216 +9%
CWM
1310
Collaborative Wealth Management
Florida
$435K +$473K +2,567 New
P
1311
Pitcairn
Pennsylvania
$433K -$879K -4,771 -65%
HIG
1312
Heritage Investment Group
Florida
$432K – – –
NL
1313
NVWM LLC
Pennsylvania
$432K – – –
CSWM
1314
Cassady Schiller Wealth Management
Ohio
$432K +$369 +2 +0.1%
APW
1315
Aurora Private Wealth
New Jersey
$431K -$422K -2,287 -47%
VFIC
1316
Valley Forge Investment Consultants
Pennsylvania
$431K -$10.9K -59 -2%
FAM
1317
Formidable Asset Management
Ohio
$431K – – –
JAG
1318
Journey Advisory Group
Kentucky
$431K +$62.3K +338 +17%
SMA
1319
Sage Mountain Advisors
Georgia
$429K -$59.2K -321 -11%
WAG
1320
Winthrop Advisory Group
Massachusetts
$428K -$6.45K -35 -1%
AFC
1321
AFT Forsyth & Company
Florida
$428K – – –
MS
1322
Maven Securities
Jersey
$427K -$1.44M -7,834 -76%
RW
1323
REDW Wealth
New Mexico
$426K -$18.4K -100 -4%
WCM
1324
Washburn Capital Management
Florida
$424K -$184K -998 -29%
TCA
1325
Transcend Capital Advisors
New Jersey
$424K -$57K -309 -11%
51 52
53
54 55