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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1351
Personal CFO Solutions
New Jersey
$745K -$184K -862 -20%
HWAM
1352
Hennion & Walsh Asset Management
New Jersey
$743K – – –
FAM
1353
Formidable Asset Management
Ohio
$741K -$856 -4 -0.1%
SFC
1354
Strategic Financial Concepts
Texas
$740K -$157M -733,639 -100%
CFS
1355
CRA Financial Services
New Jersey
$740K -$25.7K -120 -3%
LSA
1356
L & S Advisors
California
$740K +$58.2K +272 +9%
TW
1357
TritonPoint Wealth
Maryland
$739K -$18K -84 -2%
OAM
1358
Occidental Asset Management
California
$739K – – –
BFO
1359
Biltmore Family Office
North Carolina
$738K +$258K +1,205 +56%
IRC
1360
Investors Research Corp
Georgia
$733K – – –
SMA
1361
Seven Mile Advisory
New Jersey
$729K – – –
OBGC
1362
O'Brien Greene & Co
Pennsylvania
$725K -$8.99K -42 -1%
ALWM
1363
Andrews Lucia Wealth Management
California
$724K -$764K -3,570 -50%
HPA
1364
High Probability Advisors
New York
$723K – – –
SB
1365
Strategic Blueprint
Georgia
$722K +$120K +562 +21%
JFG
1366
JDM Financial Group
Texas
$722K -$177K -826 -20%
AFG
1367
Argent Financial Group
Louisiana
$721K +$699K +3,266 New
SHF
1368
Stage Harbor Financial
Massachusetts
$721K – – –
AIS
1369
American Investment Services
Massachusetts
$720K -$1.07K -5 -0.2%
CA
1370
CGN Advisors
Kansas
$718K +$50.3K +235 +8%
RDFA
1371
Ritter Daniher Financial Advisory
Ohio
$716K -$856 -4 -0.1%
BWM
1372
Baron Wealth Management
Michigan
$715K +$2.14K +10 +0.3%
CFFP
1373
Center for Financial Planning
Michigan
$713K – – –
PA
1374
Procyon Advisors
Connecticut
$713K -$475K -2,221 -41%
TWM
1375
Thrive Wealth Management
Pennsylvania
$713K -$133K -621 -16%
53 54
55
56 57