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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
HPA
1401
High Probability Advisors
New York
$792K – – –
BWM
1402
Baron Wealth Management
Michigan
$791K +$2.06K +9 +0.3%
CC
1403
Cultivar Capital
Texas
$791K +$14.9K +65 +2%
CCG
1404
Coastwise Capital Group
California
$790K +$65.6K +286 +10%
HT
1405
Heritage Trust
Oklahoma
$790K -$5.28K -23 -0.7%
FFM
1406
Forum Financial Management
Illinois
$786K -$87K -379 -10%
WGC
1407
Watts Gwilliam & Co
Arizona
$785K +$229 +1 +0%
CB
1408
Cadence Bank
Mississippi
$785K – – –
QCM
1409
QRG Capital Management
Illinois
$785K +$81.7K +356 +12%
EF
1410
Elite Financial
Idaho
$784K +$23.6K +103 +3%
HCM
1411
Horrell Capital Management
Arkansas
$780K +$55.5K +242 +8%
PTP
1412
Platform Technology Partners
New York
$779K +$26.4K +115 +4%
DWM
1413
DKM Wealth Management
California
$779K -$197K -858 -21%
V
1414
VeraBank
Texas
$778K -$274K -1,192 -27%
EPW
1415
Endeavor Private Wealth
Kansas
$776K +$299K +1,305 +69%
SC
1416
Sepio Capital
Utah
$776K – – –
CFFP
1417
Center for Financial Planning
Michigan
$775K – – –
PWM
1418
Penobscot Wealth Management
Maine
$775K +$117K +508 +19%
VAG
1419
VisionPoint Advisory Group
Texas
$775K – – –
AFAS
1420
Acorn Financial Advisory Services
Virginia
$774K +$15.4K +67 +2%
PA
1421
Procyon Advisors
Connecticut
$774K +$39.5K +172 +6%
JFG
1422
JDM Financial Group
Texas
$773K -$17.4K -76 -2%
MIG
1423
McGuire Investment Group
Rhode Island
$771K – – –
CCC
1424
Compass Capital Corp
Massachusetts
$770K – – –
CPCM
1425
Cardinal Point Capital Management
Ontario, Canada
$770K +$205K +894 +39%
55 56
57
58 59