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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
1401
Schrum Private Wealth Management
Florida
$850K +$877K +3,848 New
OFP
1402
OFC Financial Planning
New Jersey
$848K +$875K +3,839 New
UFA
1403
Uptown Financial Advisors
Texas
$847K +$874K +3,832 New
AP
1404
Americana Partners
Texas
$843K -$2.37M -10,410 -73%
S
1405
Sachetta
Massachusetts
$843K +$228 +1 +0%
FIB
1406
First Interstate Bank
Montana
$841K -$113K -496 -12%
MCM
1407
MidAtlantic Capital Management
Virginia
$840K – – –
SW
1408
Simplicity Wealth
New Jersey
$840K -$555K -2,435 -39%
ICA
1409
Infrastructure Capital Advisors
New York
$838K -$1.27M -5,565 -59%
HWM
1410
Howard Wealth Management
Connecticut
$836K -$101K -445 -11%
VCP
1411
Vista Capital Partners
Oregon
$835K – – –
LW
1412
Libra Wealth
California
$834K – – –
TWM
1413
Topsail Wealth Management
North Carolina
$834K +$861K +3,775 New
MPW
1414
Monterey Private Wealth
California
$830K +$30.8K +135 +4%
OGF
1415
Orin Green Financial
California
$830K -$847K -3,715 Closed
EK
1416
Evensky & Katz
Florida
$827K +$1.82K +8 +0.2%
LFS
1417
Lutz Financial Services
Nebraska
$824K +$26K +114 +3%
PWA
1418
Prairie Wealth Advisors
Nebraska
$823K +$48.3K +212 +6%
WIC
1419
Woodmont Investment Counsel
Tennessee
$823K -$4.33K -19 -0.5%
PFA
1420
Pure Financial Advisors
California
$821K +$6.84K +30 +0.8%
BFS
1421
BridgePort Financial Solutions
Iowa
$819K +$879K +3,855 New
WAM
1422
Worth Asset Management
Texas
$818K +$844K +3,700 New
CL
1423
CVFG LLC
Indiana
$817K +$843K +3,697 New
APWA
1424
Atlas Private Wealth Advisors
New Jersey
$811K -$38.5K -169 -4%
CCWM
1425
Cassaday & Co Wealth Management
Virginia
$808K -$67.9K -298 -8%
55 56
57
58 59