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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
QFA
1476
Quattro Financial Advisors
Texas
$536K +$509K +2,550 New
HIG
1477
Heritage Investment Group
Florida
$528K -$8.98K -45 -2%
BA
1478
Bluesphere Advisors
Pennsylvania
$526K +$21.3K +107 +4%
SIA
1479
SkyView Investment Advisors
New Jersey
$526K +$499K +2,500 New
ECAM
1480
East Coast Asset Management
Massachusetts
$526K – – –
AC
1481
Allstate Corporation
Illinois
$526K -$1.5M -7,500 -75%
CM
1482
Corvex Management
New York
$526K +$499K +2,500 New
SPM
1483
Symmetry Peak Management
Pennsylvania
$526K +$499K +2,500 New
NB
1484
Northwest Bancshares
Pennsylvania
$525K -$8.78K -44 -2%
RMAM
1485
Raab & Moskowitz Asset Management
New Jersey
$524K -$36.1K -181 -7%
MC
1486
McCarthy & Cox
Ohio
$523K +$496K +2,485 New
MWM
1487
Mascoma Wealth Management
New Hampshire
$522K -$10.2K -51 -2%
CIM
1488
CIM Investment Management
Pennsylvania
$522K – – –
AFP
1489
Advus Financial Partners
Florida
$520K -$15.8K -79 -3%
W
1490
Wealthquest
Ohio
$517K +$199 +1 +0%
NFSG
1491
Newbridge Financial Services Group
Florida
$514K -$246K -1,235 -34%
APWA
1492
Atlas Private Wealth Advisors
New Jersey
$512K -$522K -2,617 -52%
UWPG
1493
Ullmann Wealth Partners Group
Florida
$511K -$25.1K -126 -5%
BFIM
1494
Beese Fulmer Investment Management
Ohio
$509K -$2.59K -13 -0.5%
PFA
1495
Plotkin Financial Advisors
Maryland
$506K -$83.8K -420 -15%
QPWM
1496
Quadrant Private Wealth Management
Pennsylvania
$505K +$65.6K +329 +16%
MWP
1497
Madison Wealth Partners
Wisconsin
$504K – – –
SSW
1498
Smith Shellnut Wilson
Mississippi
$503K +$10.2K +51 +2%
FWA
1499
FSM Wealth Advisors
Ohio
$503K +$198K +995 +71%
BHWM
1500
Bar Harbor Wealth Management
New Hampshire
$502K -$39.9K -200 -8%
58 59
60
61 62