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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
1401
VisionPoint Advisory Group
Texas
$691K +$644K +3,201 New
LWCFA
1402
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$690K -$71.2K -354 -10%
FAM
1403
Formidable Asset Management
Ohio
$690K – – –
OBGC
1404
O'Brien Greene & Co
Pennsylvania
$688K -$10.1K -50 -2%
MIG
1405
McGuire Investment Group
Rhode Island
$687K – – –
EF
1406
Elite Financial
Idaho
$683K -$20.1K -100 -3%
SFS
1407
Sharp Financial Services
Pennsylvania
$682K +$284K +1,412 +81%
BFO
1408
Biltmore Family Office
North Carolina
$681K – – –
NRC
1409
New Republic Capital
North Carolina
$681K +$353K +1,754 +125%
AFAS
1410
Acorn Financial Advisory Services
Virginia
$676K +$21.1K +105 +3%
SDWMA
1411
Schneider Downs Wealth Management Advisors
Pennsylvania
$676K +$7.65K +38 +1%
CFS
1412
Commonwealth Financial Services
West Virginia
$675K -$6.15M -30,539 -91%
SG
1413
Stanich Group
New York
$672K -$59K -293 -9%
PTP
1414
Platform Technology Partners
New York
$670K +$6.04K +30 +1%
PCTC
1415
Perkins Coie Trust Company
Washington
$670K -$3.17M -15,758 -84%
TFG
1416
Tilson Financial Group
New Jersey
$668K +$1.61K +8 +0.3%
PWG
1417
Private Wealth Group
Florida
$667K – – –
ISB
1418
Iowa State Bank
Iowa
$667K – – –
FBT
1419
First Bank & Trust
South Dakota
$667K +$90.8K +451 +17%
BA
1420
Ballew Advisors
Mississippi
$666K -$18.5K -92 -3%
PTB
1421
Pioneer Trust Bank
Oregon
$666K – – –
NFG
1422
Nations Financial Group
Iowa
$665K -$119K -589 -16%
BPC
1423
Bearing Point Capital
Minnesota
$665K – – –
APW
1424
Acima Private Wealth
Virginia
$665K – – –
ULWM
1425
Upper Left Wealth Management
Florida
$664K +$91.8K +456 +17%
55 56
57
58 59