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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
1451
ProVise Management Group
Florida
$570K -$42.7K -214 -7%
CTA
1452
Chesley Taft & Associates
Illinois
$569K – – –
MMHP
1453
Murphy Middleton Hinkle & Parker
Georgia
$567K -$1.79K -9 -0.3%
MWAM
1454
Manhattan West Asset Management
California
$567K +$538K +2,695 New
ULWM
1455
Upper Left Wealth Management
Florida
$563K -$207K -1,036 -28%
SFP
1456
Shepherd Financial Partners
Massachusetts
$563K – – –
HGERS
1457
Householder Group Estate & Retirement Specialist
Arizona
$563K -$6.58K -33 -1%
CWP
1458
Cyndeo Wealth Partners
Florida
$562K +$2.39K +12 +0.5%
FC
1459
Forte Capital
New York
$561K -$1.79K -9 -0.3%
SWM
1460
Stockman Wealth Management
Montana
$558K +$6.18K +31 +1%
PWP
1461
Perfromance Wealth Partners
Illinois
$558K -$346K -1,735 -40%
AFG
1462
Allegheny Financial Group
Pennsylvania
$554K +$39.7K +199 +8%
PTC
1463
Philadelphia Trust Company
Pennsylvania
$551K – – –
SAG
1464
SageView Advisory Group
California
$551K -$736K -3,689 -46%
EI
1465
Ellevest Inc
New York
$550K – – –
LA
1466
Lynch & Associates
Indiana
$547K – – –
WAG
1467
Winthrop Advisory Group
Massachusetts
$546K -$3.2M -16,066 -86%
CD
1468
Chapin Davis
Maryland
$545K +$9.18K +46 +2%
FRA
1469
Frank Rimerman Advisors
California
$545K – – –
FAM
1470
Formidable Asset Management
Ohio
$540K -$4.79M -23,998 -90%
FWI
1471
Facet Wealth Inc
Maryland
$540K +$143K +715 +37%
GIM
1472
Goelzer Investment Management
Indiana
$540K -$29.3K -147 -5%
JIP
1473
Jaffetilchin Investment Partners
Florida
$540K -$7.18K -36 -1%
CCM
1474
Ciovacco Capital Management
Georgia
$538K +$510K +2,557 New
PFA
1475
Pathway Financial Advisors
Vermont
$538K – – –
57 58
59
60 61