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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
1326
Ellevest Inc
New York
$285K -$1.58K -10 -0.6%
CWM
1327
Cabot Wealth Management
Massachusetts
$285K – – –
EFS
1328
Essex Financial Services
Connecticut
$285K +$272K +1,719 New
SCA
1329
STALEY CAPITAL ADVISERS
Pennsylvania
$283K – – –
AFG
1330
Affinia Financial Group
Massachusetts
$283K +$317K +2,006 New
KWM
1331
Keebeck Wealth Management
Illinois
$280K +$268K +1,695 New
SDWMA
1332
Schneider Downs Wealth Management Advisors
Pennsylvania
$279K +$266K +1,685 New
ACA
1333
Affinity Capital Advisors
California
$278K +$265K +1,679 New
SFG
1334
SevenBridge Financial Group
Pennsylvania
$277K – – –
PK
1335
Pflug Koory
Nebraska
$276K – – –
OWM
1336
Orgel Wealth Management
Wisconsin
$276K +$26.9K +170 +11%
KTC
1337
Kistler-Tiffany Companies
Pennsylvania
$276K +$81.9K +518 +45%
LHC
1338
Little House Capital
Massachusetts
$276K +$264K +1,671 New
GCA
1339
Gradient Capital Advisors
California
$275K – – –
OFG
1340
Omega Financial Group
California
$272K +$948 +6 +0.4%
BWP
1341
Baldwin Wealth Partners
Massachusetts
$272K +$23.7K +150 +10%
TI
1342
tru Independence
Oregon
$272K +$367K +2,323 New
CFA
1343
Capstone Financial Advisors
Illinois
$271K +$5.69K +36 +2%
CFW
1344
CA Family Wealth
California
$270K +$258K +1,632 New
CFD
1345
Creative Financial Designs
Indiana
$266K +$3.16K +20 +1%
TI
1346
Truepoint Inc
Ohio
$264K -$9.96K -63 -4%
SW
1347
SlateStone Wealth
Florida
$262K +$250K +1,581 New
QWM
1348
QP Wealth Management
New Jersey
$262K +$253K +1,600 New
NFP
1349
Narus Financial Partners
Utah
$261K – – –
AIM
1350
AMI Investment Management
Indiana
$261K -$158K -1,000 -39%
52 53
54
55 56