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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
BMM
1401
Buffington Mohr McNeal
Idaho
$348K – – –
SIA
1402
Strategic Investment Advisors
Michigan
$347K -$5.35K -29 -1%
RT
1403
Rockland Trust
Massachusetts
$345K -$16.6K -90 -4%
RE
1404
RBC Europe
United Kingdom
$345K – – –
CWM
1405
Castle Wealth Management
Florida
$344K +$375K +2,032 New
CFP
1406
Cypress Financial Planning
New Jersey
$343K +$373K +2,026 New
EWA
1407
Encompass Wealth Advisors
Oregon
$342K +$372K +2,020 New
SFG
1408
Sovereign Financial Group
Connecticut
$341K -$67.3K -365 -15%
BFA
1409
Beacon Financial Advisory
Ohio
$341K +$369 +2 +0.1%
NRI
1410
NFP Retirement Inc
California
$340K +$369 +2 +0.1%
JSC
1411
Jackson Square Capital
California
$340K -$133K -722 -26%
AG
1412
Algert Global
California
$340K -$131K -713 -26%
CCM
1413
Crossvault Capital Management
Texas
$340K -$21.4K -116 -5%
FWM
1414
Finer Wealth Management
Massachusetts
$340K -$9.22K -50 -2%
DC
1415
Defender Capital
North Carolina
$339K – – –
HCM
1416
Howland Capital Management
Massachusetts
$339K – – –
GPA
1417
Guidance Point Advisors
Massachusetts
$338K -$4.42K -24 -1%
GH
1418
GAM Holding
Switzerland
$337K – – –
PCMC
1419
Private Capital Management (Colorado)
Colorado
$337K – – –
KTC
1420
Kistler-Tiffany Companies
Pennsylvania
$337K +$9.77K +53 +3%
MCM
1421
Mill Capital Management
North Carolina
$337K +$14.7K +80 +4%
VAS
1422
Vestmark Advisory Solutions
Massachusetts
$337K +$27.5K +149 +8%
LWM
1423
Laidlaw Wealth Management
New York
$336K -$44.1K -239 -11%
BWP
1424
Baldwin Wealth Partners
Massachusetts
$336K – – –
LFA
1425
Landmark Financial Advisors
Kentucky
$336K +$9.22K +50 +3%
55 56
57
58 59