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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
1451
Root Financial Partners
California
$822K +$65.2K +265 +9%
APIM
1452
Agate Pass Investment Management
Washington
$822K +$2.46K +10 +0.3%
LWM
1453
Lionshead Wealth Management
New York
$820K +$246 +1 +0%
WWM
1454
Westwood Wealth Management
California
$820K +$819K +3,330 New
MAM
1455
Mystic Asset Management
Rhode Island
$817K +$41.8K +170 +5%
RRA
1456
Red Reef Advisors
Florida
$817K +$815K +3,317 New
SCM
1457
Saxony Capital Management
Missouri
$814K -$149K -608 -16%
VCAM
1458
Van Cleef Asset Management
Ohio
$814K -$6.15K -25 -0.8%
AWM
1459
Accel Wealth Management
Iowa
$813K -$13.3K -54 -2%
JWWM
1460
Johnson & White Wealth Management
Pennsylvania
$812K -$58.5K -238 -7%
PTP
1461
Platform Technology Partners
New York
$811K +$18.4K +75 +2%
NWA
1462
Navis Wealth Advisors
New York
$808K +$69.6K +283 +9%
SWM
1463
Sentinel Wealth Management
Virginia
$808K – – –
BWM
1464
Baron Wealth Management
Michigan
$807K +$2.46K +10 +0.3%
RFA
1465
Resurgent Financial Advisors
Georgia
$806K -$246K -1,001 -23%
CCG
1466
Coastwise Capital Group
California
$806K +$2.7K +11 +0.3%
HPA
1467
High Probability Advisors
New York
$806K – – –
TC
1468
TownSquare Capital
Utah
$805K -$117K -476 -13%
MGW
1469
MB Generational Wealth
Washington
$805K -$75.5K -307 -9%
HWM
1470
Howard Wealth Management
Connecticut
$805K -$14.5K -59 -2%
HT
1471
Heritage Trust
Oklahoma
$804K +$492 +2 +0.1%
CFS
1472
CRA Financial Services
New Jersey
$800K -$13.3K -54 -2%
AP
1473
Advisortrust Partners
North Carolina
$799K +$798K +3,247 New
IF
1474
Ironwood Financial
Arizona
$799K -$117K -474 -13%
NG
1475
NWK Group
California
$798K -$48.2K -196 -6%
57 58
59
60 61