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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1401
BerganKDV Wealth Management
Minnesota
$362K +$48.4K +263 +15%
AMG
1402
Advisors Management Group
Wisconsin
$362K +$77.3K +420 +26%
SP
1403
Successful Portfolios
Florida
$362K -$145K -785 -28%
FFS
1404
Founders Financial Securities
Maryland
$362K -$26.5K -144 -7%
PCM
1405
Parsons Capital Management
Rhode Island
$361K -$15.7K -85 -4%
PTP
1406
Platform Technology Partners
New York
$361K +$184 +1 +0%
NRI
1407
NFP Retirement Inc
California
$360K -$12.5K -68 -3%
MAM
1408
MMA Asset Management
Pennsylvania
$360K +$371K +2,017 New
CFP
1409
Cypress Financial Planning
New Jersey
$360K +$9.21K +50 +3%
KAM
1410
KEB Asset Management
Illinois
$359K – – –
MP
1411
McDonald Partners
Ohio
$359K -$28K -152 -7%
CWM
1412
Collaborative Wealth Management
Florida
$358K -$19.9K -108 -5%
GPA
1413
Guidance Point Advisors
Massachusetts
$358K +$184 +1 +0%
EW
1414
Enzi Wealth
Texas
$358K -$141K -764 -28%
FCA
1415
Fortis Capital Advisors
Kansas
$357K -$50.6K -275 -12%
CB
1416
CNB Bank
Pennsylvania
$357K +$14K +76 +4%
RVPG
1417
Relative Value Partners Group
$356K – – –
EIP
1418
Ellis Investment Partners
Pennsylvania
$354K +$5.71K +31 +2%
PFGIA
1419
Patriot Financial Group Insurance Agency
Massachusetts
$353K +$143K +779 +65%
MWM
1420
Madison Wealth Management
Ohio
$353K -$12K -65 -3%
AP
1421
Americana Partners
Texas
$352K – – –
HFAS
1422
Hummer Financial Advisory Services
Illinois
$352K – – –
BWP
1423
Baldwin Wealth Partners
Massachusetts
$352K -$1.84K -10 -0.5%
MWA
1424
Meridian Wealth Advisors
Texas
$351K -$71.4K -388 -16%
QPWM
1425
Quadrant Private Wealth Management
Pennsylvania
$351K – – –
55 56
57
58 59