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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
1326
Frank Rimerman Advisors
California
$458K – – –
CAM
1327
Chesapeake Asset Management
New York
$458K – – –
FGA
1328
Fortis Group Advisors
New Jersey
$458K -$4.32M -23,027 -90%
WCM
1329
Washburn Capital Management
Florida
$457K -$22.5K -120 -4%
BHWM
1330
Bar Harbor Wealth Management
New Hampshire
$457K -$68.1K -363 -12%
HIG
1331
Heritage Investment Group
Florida
$455K – – –
SAF
1332
Smith Anglin Financial
Texas
$455K – – –
GAG
1333
GM Advisory Group
New York
$453K +$2.82K +15 +0.6%
UWPG
1334
Ullmann Wealth Partners Group
Florida
$451K +$181K +965 +61%
CD
1335
Chapin Davis
Maryland
$450K -$375 -2 -0.1%
FPW
1336
Flagship Private Wealth
Massachusetts
$450K +$9.95K +53 +2%
CB
1337
CNB Bank
Pennsylvania
$445K +$97.2K +518 +26%
ECAM
1338
East Coast Asset Management
Massachusetts
$445K – – –
FAM
1339
Formidable Asset Management
Ohio
$444K – – –
LSA
1340
L & S Advisors
California
$444K +$40.4K +215 +9%
ULWM
1341
Upper Left Wealth Management
Florida
$443K -$11.3K -60 -2%
MWP
1342
Madison Wealth Partners
Wisconsin
$443K – – –
GWS
1343
Glassman Wealth Services
Virginia
$443K – – –
VCM
1344
Viewpoint Capital Management
Washington
$443K +$28.2K +150 +6%
JWWM
1345
Johnson & White Wealth Management
Pennsylvania
$442K +$470K +2,503 New
SEM
1346
Strategic Equity Management
Arizona
$441K -$13.7K -73 -3%
CIM
1347
CIM Investment Management
Pennsylvania
$439K – – –
BCP
1348
Berkeley Capital Partners
Georgia
$438K – – –
HPM
1349
Hudson Portfolio Management
New York
$438K -$6.57K -35 -1%
VIA
1350
Vickerman Investment Advisors
Washington
$438K -$6.2K -33 -1%
52 53
54
55 56