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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
1301
Total Clarity Wealth Management
Illinois
$825K -$34.9K -163 -4%
EK
1302
Evensky & Katz
Florida
$825K -$153K -716 -16%
SL
1303
Sentry LLC
Tennessee
$824K -$22K -103 -3%
OGF
1304
Orin Green Financial
California
$821K -$14.1K -66 -2%
FF
1305
Francis Financial
$819K -$21.2K -99 -3%
WEG
1306
World Equity Group
Illinois
$819K +$79.8K +373 +11%
CHA
1307
Cooper/Haims Advisors
New York
$818K -$26.3K -123 -3%
TSMHT
1308
Thurston Springer Miller Herd & Titak
Indiana
$817K +$418K +1,955 +112%
SBIA
1309
Sheaff Brock Investment Advisors
Indiana
$816K +$18.2K +85 +2%
LWCFA
1310
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$816K -$22.5K -105 -3%
PFA
1311
Pure Financial Advisors
California
$814K -$46.4K -217 -6%
CJ
1312
Caitlin John
Michigan
$814K +$711K +3,322 +2,390%
BC
1313
Burney Company
Virginia
$813K -$80.7K -377 -9%
MIFH
1314
Migdal Insurance & Financial Holdings
Israel
$812K -$1.14M -5,310 -59%
AF
1315
Alerus Financial
North Dakota
$810K -$14.1K -66 -2%
GCP
1316
GSA Capital Partners
United Kingdom
$807K +$781K +3,652 New
KV
1317
Kickstand Ventures
New York
$805K -$299K -1,396 -28%
FA
1318
FDx Advisors
Illinois
$804K -$32.1K -150 -4%
AI
1319
Axecap Investments
Ohio
$802K +$777K +3,632 New
CTA
1320
Colonial Trust Advisors
South Carolina
$802K +$1.71K +8 +0.2%
KAH
1321
Kathryn A. Hall
$800K – – –
MPW
1322
Monterey Private Wealth
California
$800K +$2.57K +12 +0.3%
BFA
1323
Bill Few Associates
Pennsylvania
$799K – – –
LFS
1324
Lutz Financial Services
Nebraska
$798K – – –
PMG
1325
Private Management Group
California
$787K – – –
51 52
53
54 55