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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1351
Concord Wealth Partners
Virginia
$501K +$1.02K +5 +0.2%
EA
1352
Elm Advisors
California
$498K -$624K -3,060 -56%
PCS
1353
Personal CFO Solutions
New Jersey
$497K -$98.3K -482 -17%
SSG
1354
Summit Securities Group
New York
$493K -$2.57M -12,600 -84%
RWM
1355
Rockwood Wealth Management
Pennsylvania
$489K +$259K +1,268 +114%
HI
1356
Horizon Investments
North Carolina
$488K +$2.86K +14 +0.6%
SFG
1357
Sovereign Financial Group
Connecticut
$488K +$54.1K +265 +13%
AUB
1358
Atlantic Union Bankshares
Virginia
$483K -$2.86K -14 -0.6%
FFM
1359
Forum Financial Management
Illinois
$483K -$1.43K -7 -0.3%
CIA
1360
Capital Investment Advisors
Georgia
$480K +$1.84K +9 +0.4%
PIM
1361
Penobscot Investment Management
Massachusetts
$479K +$9.18K +45 +2%
SCM
1362
Schnieders Capital Management
California
$478K +$24.3K +119 +5%
X
1363
Xponance
Pennsylvania
$478K +$75.3K +369 +19%
RFN
1364
RDA Financial Network
Iowa
$477K -$47.3K -232 -9%
SSW
1365
Stone Summit Wealth
Florida
$477K +$163K +800 +53%
LMKC
1366
L.M. Kohn & Company
Ohio
$477K +$473K +2,319 New
TF
1367
TimeScale Financial
Massachusetts
$473K -$8.98K -44 -2%
TAM
1368
Trillium Asset Management
Massachusetts
$473K – – –
PFG
1369
Pacific Financial Group
Washington
$473K +$408 +2 +0.1%
CTA
1370
Chesley Taft & Associates
Illinois
$472K -$4.69K -23 -1%
CWM
1371
Centric Wealth Management
Illinois
$470K -$3.47K -17 -0.7%
MM
1372
Meridian Management
Arkansas
$469K -$3.26K -16 -0.7%
SCA
1373
Stillwater Capital Advisors
Pennsylvania
$469K -$1.02K -5 -0.2%
PWW
1374
Pettyjohn Wood & White
Virginia
$468K – – –
FFA
1375
Freedman Financial Associates
Massachusetts
$468K +$77.5K +380 +20%
53 54
55
56 57