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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1301
Kaizen Financial Strategies
California
$426K +$912 +5 +0.2%
ECAM
1302
East Coast Asset Management
Massachusetts
$425K – – –
SPW
1303
Surience Private Wealth
Washington
$425K – – –
GG
1304
Greenwood Gearhart
Arkansas
$424K +$81.2K +445 +21%
P
1305
Pitcairn
Pennsylvania
$422K – – –
CPP
1306
Capasso Planning Partners
South Carolina
$422K +$150K +821 +47%
CSWM
1307
Cassady Schiller Wealth Management
Ohio
$421K – – –
SFS
1308
Strategic Financial Services
New York
$420K -$77.7K -426 -14%
HIG
1309
Heritage Investment Group
Florida
$420K – – –
VFIC
1310
Valley Forge Investment Consultants
Pennsylvania
$419K – – –
JAG
1311
Journey Advisory Group
Kentucky
$419K +$43.2K +237 +10%
RHBC
1312
R.H. Bluestein & Co
Michigan
$418K -$62.9K -345 -12%
AFC
1313
AFT Forsyth & Company
Florida
$417K – – –
CT
1314
Colonial Trust
South Carolina
$416K +$460K +2,523 New
SC
1315
Stephens Consulting
Michigan
$416K +$340K +1,866 +285%
CWS
1316
Confluence Wealth Services
Pennsylvania
$415K – – –
TCA
1317
Transcend Capital Advisors
New Jersey
$413K – – –
WCM
1318
Washburn Capital Management
Florida
$413K – – –
SC
1319
Shay Capital
New York
$412K +$456K +2,500 New
AFS
1320
AFG Fiduciary Services
Massachusetts
$411K +$101K +555 +29%
BCMLT
1321
Beacon Capital Management LLC (Tennessee)
Tennessee
$408K -$243K -1,331 -36%
CP
1322
Castleview Partners
Texas
$405K +$422K +2,313 +1,617%
FCC
1323
Flower City Capital
New York
$403K -$351K -1,924 -44%
FPW
1324
Flagship Private Wealth
Massachusetts
$401K -$8.57K -47 -2%
CWP
1325
Concord Wealth Partners
Virginia
$400K +$2.19K +12 +0.5%
51 52
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