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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAS
1376
Summit Investment Advisory Services
Minnesota
$429K +$438K +2,462 New
CP
1377
Castleview Partners
Texas
$428K – – –
W
1378
Wealthquest
Ohio
$428K -$120K -673 -22%
JIP
1379
Jaffetilchin Investment Partners
Florida
$426K +$13.5K +76 +3%
BFIM
1380
Beese Fulmer Investment Management
Ohio
$425K +$103K +581 +31%
FF
1381
Francis Financial
$421K -$291K -1,636 -40%
LSIA
1382
LaSalle St. Investment Advisors
Illinois
$419K +$428K +2,407 New
MTIM
1383
Marathon Trading Investment Management
Pennsylvania
$418K – – –
MSWMA
1384
Market Street Wealth Management Advisors
Indiana
$416K – – –
HWA
1385
Heartwood Wealth Advisors
Virginia
$416K +$424K +2,386 New
LWA
1386
LWS Wealth Advisors
New Jersey
$415K -$291K -1,635 -41%
PAWA
1387
Palo Alto Wealth Advisors
California
$413K +$421K +2,369 New
AFS
1388
AFG Fiduciary Services
Massachusetts
$413K -$22.8K -128 -5%
SCM
1389
Schnieders Capital Management
California
$411K +$93.2K +524 +29%
MWA
1390
Meridian Wealth Advisors
Texas
$411K -$94.1K -529 -18%
PCMF
1391
Private Capital Management (Florida)
Florida
$411K +$419K +2,357 New
BWA
1392
Bordeaux Wealth Advisors
California
$410K +$54.2K +305 +15%
CWP
1393
Concord Wealth Partners
Virginia
$410K -$13.2K -74 -3%
CCA
1394
Conservest Capital Advisors
Pennsylvania
$409K +$417K +2,344 New
NCM
1395
Northwest Capital Management
Oregon
$407K +$416K +2,337 New
CT
1396
Colonial Trust
South Carolina
$407K -$33.3K -187 -7%
RFN
1397
RDA Financial Network
Iowa
$407K +$534 +3 +0.1%
WPA
1398
West Paces Advisors
Georgia
$407K -$9.96K -56 -2%
ANBT
1399
American National Bank & Trust
Texas
$407K -$10.7K -60 -3%
CA
1400
Calton & Associates
Florida
$406K -$69.7K -392 -14%
54 55
56
57 58