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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SHFA
1301
SC&H Financial Advisors
Maryland
$1.05M +$912 +4 +0.1%
BDFN
1302
Bond & Devick Financial Network
Minnesota
$1.05M – – –
MWM
1303
Mittelman Wealth Management
Massachusetts
$1.05M +$1.08M +4,755 New
CCG
1304
Cypress Capital Group
Florida
$1.05M -$234K -1,025 -18%
PTC
1305
Philadelphia Trust Company
Pennsylvania
$1.05M -$2.96K -13 -0.3%
TFA
1306
Toth Financial Advisory
Virginia
$1.04M +$208K +912 +24%
WP
1307
WealthShield Partners
North Carolina
$1.04M -$483K -2,119 -31%
V
1308
ViaWealth
Kansas
$1.04M – – –
AF
1309
AtlasMark Financial
Texas
$1.04M – – –
MFS
1310
Madrid Financial Services
California
$1.03M +$1.07M +4,683 New
CWAF
1311
Core Wealth Advisors (Florida)
Florida
$1.03M +$8.21K +36 +0.8%
KFI
1312
Key Financial Inc
Pennsylvania
$1.03M +$17.3K +76 +2%
EGA
1313
Eagle Global Advisors
Texas
$1.03M +$22.8K +100 +2%
GCP
1314
GSA Capital Partners
United Kingdom
$1.03M +$231K +1,015 +28%
MFT
1315
Moisand Fitzgerald Tamayo
Florida
$1.03M -$32.8K -144 -3%
PCMH
1316
Polymer Capital Management (HK)
Hong Kong
$1.03M -$1.09M -4,800 -51%
TF
1317
Tandem Financial
Colorado
$1.03M +$1.06M +4,639 New
AWMM
1318
Aegis Wealth Management (Maryland)
Maryland
$1.02M +$1.05M +4,600 New
WFA
1319
Wade Financial Advisory
California
$1.02M – – –
AWA
1320
AmeriServ Wealth Advisors
Pennsylvania
$1.02M +$1.05M +4,598 New
HPBT
1321
Hickory Point Bank & Trust
Illinois
$1.01M +$1.04M +4,578 New
NFP
1322
Narus Financial Partners
Utah
$1M -$189K -830 -15%
NCM
1323
Next Capital Management
New York
$998K – – –
WPP
1324
Whalerock Point Partners
Rhode Island
$996K +$105K +461 +11%
BSG
1325
Black Swift Group
Colorado
$994K -$3.57M -15,670 -78%
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