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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
EF
1426
Elite Financial
Idaho
$640K +$1.95K +9 +0.3%
CFFP
1427
Center for Financial Planning
Michigan
$639K -$5.42K -25 -0.8%
SFC
1428
Strategic Financial Concepts
Texas
$639K -$73.5K -339 -10%
DWA
1429
Douglass Winthrop Advisors
New York
$638K – – –
CCG
1430
Coastwise Capital Group
California
$637K -$41.2K -190 -6%
MIG
1431
McGuire Investment Group
Rhode Island
$635K – – –
SVWG
1432
Shared Vision Wealth Group
United States
$635K – – –
FP
1433
Financial Perspectives
Minnesota
$635K +$73.3K +338 +12%
SWM
1434
SeaCrest Wealth Management
New York
$634K -$84.8K -391 -11%
BFO
1435
Biltmore Family Office
North Carolina
$630K – – –
VFG
1436
Victory Financial Group
Texas
$628K -$98.5K -454 -13%
CB
1437
Cadence Bank
Mississippi
$627K +$19.5K +90 +3%
DCM
1438
Donaldson Capital Management
Indiana
$626K -$7.81K -36 -1%
AWA
1439
Archvest Wealth Advisors
California
$624K -$3.93M -18,103 -85%
SB
1440
Strategic Blueprint
Georgia
$624K -$40.1K -185 -6%
SSA
1441
Sierra Summit Advisors
Nevada
$623K -$12.3M -56,848 -95%
CFGW
1442
Chancellor Financial Group WB
Pennsylvania
$622K +$651 +3 +0.1%
OIS
1443
Okabena Investment Services
Minnesota
$622K +$51.6K +238 +8%
CI
1444
CacheTech Inc
Utah
$621K +$65.1K +300 +11%
GJWM
1445
Gilliland Jeter Wealth Management
Arkansas
$621K +$21.3K +98 +3%
SDWMA
1446
Schneider Downs Wealth Management Advisors
Pennsylvania
$617K +$1.95K +9 +0.3%
TT
1447
TI-Trust
Illinois
$617K -$5.42K -25 -0.8%
PWG
1448
Private Wealth Group
Florida
$617K -$2.18M -10,062 -76%
AHC
1449
Adell Harriman & Carpenter
Texas
$617K -$62.3K -287 -8%
ISB
1450
Iowa State Bank
Iowa
$616K +$670K +3,090 New
56 57
58
59 60